STRATEGY UPDATES

Portfolio manager Suzanne Hutchins discusses the implications of inflation, interest rates and the Chinese economy for investors.

Portfolio manager Paul Brain assesses the main factors driving fixed-income markets and the key areas of opportunity.

Portfolio manager Paul Markham considers what interest rate hikes and the return of inflation mean for equity markets.

Ian Smith outlines the key drivers of emerging markets and why India could be an exciting opportunity.

Portfolio manager Phil Shucksmith covers nature and biodiversity, net zero and the energy transition in this quarter’s outlook.