Inzichten en onderzoek

De meningen en onderzoeken van experts die onze beleggingsbeslissingen aansturen.

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Insights05 mrt 2025

Five issues for sustainability investors in 2025

How will political and economic turbulence affect sustainable investing?

5 min Lees

Insights05 mrt 2025

Enhanced indexing: combining alpha with diversification

What are the benefits of an enhanced index strategy? Find out here.

5 min Lees

Insights03 mrt 2025

Deepseeking – China’s LLM leap

In the latest episode of the Emerging Market Equities podcast, Nick sits down with Pruksa to take a deep dive into the current world of AI.

31 min Listen

Insights27 feb 2025

Fund financing: An opportunity for insurers

A look at fund financing and why the strategy can be an attractive addition to an insurer’s portfolio.

3 min Lees

Insights27 feb 2025

Affordable housing: can infrastructure investing address Spain’s crisis?

Spain has an affordable housing crisis. Read more about our solution.

2 min Lees

Insights25 feb 2025

Fun and games in macro markets

Markets are playing a game of snakes and ladders: for every move up, there’s potentially a big slide down round the corner. Where might the next moves take us?

5 min Lees

Insights21 feb 2025

Japan: Is the party over?

Amid moves to tighten policy, some investors are left wondering if it truly is time to turn off the music and evacuate Tokyo dancefloors. Find out why Alex Smith says, "Far from it."

5 min Lees

Insights21 feb 2025

Emerging market equity income – resilience in a volatile world

From artificial intelligence (AI) to the unstoppable energy transition, we explore the reasons to stay positive about emerging markets in a Trump world.

5 min Lees

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Global Macro Research

Global Macro Research26 feb 2025

Can Friedrich Merz solve Germany's problems?

Join us for our latest episode as we explore the results of Germany's national elections and their implications for the country's future, including coalition talks and economic challenges.

26 min Listen

Global Macro Research25 feb 2025

China Tech: DeepSeek and beyond

Discover how DeepSeek lifts the lid on China's technological advancements. You may be surprised by the country’s quiet progress in recent years. Read on to find out more.

5 min Watch

Global Macro Research24 feb 2025

German election: CDU/CSU-SPD coalition likely, but there are hurdles to debt brake reform

Friedrich Merz is very likely to head a new government that is more stable than the outgoing one and focused on a more growth-friendly policy agenda. However, the composition of the Bundestag makes reform of the debt brake to increase defence spending difficult, and the German economy will continue to face economic headwinds.

1 min Lees

Global Macro Research20 feb 2025

Can Germany's next government restore its competitiveness

Sunday’s elections will very likely result in a change of government, with CDU leader Friedrich Merz the probable incoming chancellor.

1 min Lees

Global Macro Research18 feb 2025

China strikes back

China’s retaliation to US tariffs was restrained but sets out a ‘playbook’ for how it could hit back more forcefully. We think China will find it difficult to offer concessions to remove the latest 10% increase, and in fact tariffs are likely to rise further. Additional easing will help to mitigate much, but not all, the damage to the economy.

1 min Lees

Global Macro Research14 feb 2025

Brazil's fiscal and monetary policies remain at odds

Price pressures and market scepticism regarding fiscal policy will keep the Banco Central do Brasil on a tightening path over H1. The budgetary outlook will be a key determinant of the timing and extent of rate cuts thereafter. But an eventual decline in inflation and rate expectations should provide relief for assets.

1 min Lees

Global Macro Research13 feb 2025

Five years on, is Brexit finally paying off?

Listen to our insights on the UK’s economic and political landscape some five years after Brexit. How has its departure from the EU shaped economic, trade and migration patterns?

23 min Listen