Investment thoughts from our Real Return team July 2022Tire, Wheel, Machine
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Investment thoughts from our Real Return team

As central banks attempt to curb inflation, are they hiking economies into recession?

Investment comment - July 2022
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Investment comment - July 2022

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

All change: Facing up to a new market regime
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All change: Facing up to a new market regime

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

Investment comment - April 2022
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Investment comment - April 2022

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

Investment comment January 2022
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Investment comment - January 2022

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

The digital revolution: have investors missed the boat?
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The digital revolution: have investors missed the boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

The rise and rise of China
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The rise and rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

Investment comment - Oct 2021
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Investment comment – October 2021

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

Investment comment - July 2021
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Investment comment - July 2021

Optimism and recovery dominated investor sentiment during a quarter in which the inflation debate remained centre stage.

Investment comment - April 2021
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Investment comment - April 2021

Government-bond investors experienced a brutal three months as worries over the outlook for inflation continued to grow.