Market insights and
portfolio ideas

Golden resilience rules
Amid recent uncertainty, we see gold in demand for the short term as a source of portfolio resilience.
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Preparing for re-entry with US equities
As investors look for re-entry points, opportunities exist on a strategic and tactical horizon in US equities.
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To buy, or not to buy?
We discuss growth opportunities amidst heightened market volatility.
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Visualizing the expanse of the ETF universe
In this infographic we explore the wide scope of assets covered by the ETF universe.
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Q2 2020 EMEA Implementation Guide
Read more on our most recent market views, including implementation ideas.
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SUSTAINABLE INVESTING
'Sustainable' resilience amid market volatility
Despite the market drawdown, investors remain committed to sustainable ETFs.
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SUSTAINABLE INVESTING
Visualising the rise of sustainable investing
What are the driving forces behind the global rise of sustainable investing?
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Opportunities in UK assets
Relative political stability in the UK is likely to result in a better 2020 economic outlook. Read more on the potential...
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Countries with the most sustainable energy policies
Sustainable energy policies are a goal for most countries, but which ones have made the most progress so far?
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Three trends to watch for the Chinese New Year
We discuss three trends that could impact Chinese's investment landscape in 2020.
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Dig for resilience: the case for gold and silver
We explore the case for why investors could consider gold and silver.
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ASSET CLASS INSIGHTS
Is China too big to ignore?
Much is changing in China for investors and the cost of ignoring this emerging opportunity might prove too high.
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Megatrends: Impact of climate change
How is climate change and resource scarcity shaping the future of investing?
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MARKET INSIGHTS
China's evolving bond market
China’s bond market ascent to second largest in the world was driven primarily by local investors.
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Megatrends: Impact of urbanisation
See how rapid urbanisation could alter the investment landscape.
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Investing in China
As China grew to become the world’s second largest economy after the US, foreign investors...
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Market Insights
China is set to be a key turnaround story this year
China is set to be a key turnaround story this year - after having been a drag on global growth since early 2018.
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INVESMENT CASE
Five myths about investing in China
Some investors have been held back by views on China. Here are five myths about China and why the realities are often...
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INVESTMENT CASE
Is China being overlooked?
Fear can be paralysing, and this may go some way to explain the reluctance of European investors...
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MARKET INSIGHTS
Around the world in 80 seconds
Our weekly analysis of global market movements and investment trends.
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