From attractive valuations to compelling risk-adjusted returns: why investors might consider moving from cash into fixed income.

Our Q&A reveals why the fund’s bottom-up approach has stayed true for over 20 years – and what it means for the future

From infrastructure assets to local currency EM bonds, we detail where we’re seeing the long-term investment opportunities.

Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.

Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.

In our last Investment Outlook of 2024 we provide our latest House View, key macro trends to watch in 2025 and a range of topical articles from our asset class experts.

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience and opportunity.

Is it time to reassess your investment strategy amid climate policy delays and clean technology advances?

Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and beyond?

Here are the key macro trends next year, from US policy shifts to emerging market dynamics. Stay ahead with these insights

Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.

Luke Hickmore, Investment Director, discusses the factors in fixed income markets, examining interest rates and the current positioning of Strategic Bonds.

We look at what the latest COP developments mean for investors. 

Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.

Emerging markets are adapting to Trump’s return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what’s driving EM debt now.

Latest video on Fixed Income opportunities at the PA Autumn Congress

Resilience is reshaping real estate in 2026. Which sectors offer the best opportunities—and how can investors seek to future-proof their portfolios for a changing world?