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Real Return Team Viewpoint

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

All change: Facing up to a new market regime
Article

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.

Is your multi-asset strategy fit for the future?
Article

Is Your Multi-Asset Strategy Fit for the Future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

Investment thoughts from our Real Return team - Apr 2022
Article

Real Return Team Viewpoint

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalization, and the implications for investors.

Investment thoughts
Article

Real Return Team Viewpoint

Is inflation starting to run too hot, and what are the implications for policymakers, economies and investors?

How to invest in an inflationary environment
Article

How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

Real Return
Article

Real Return Team Viewpoint

We discuss interest rates, inflation, and China’s regulatory crackdown.

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