19 October 2021
Fixed Income Perspectives – the great inflation debate
Fixed Income Perspectives – the great inflation debate

A quarterly summary of our fixed income investment team's views on some of the main themes driving global bond markets, and the investment outlook in light of these factors. 

19 August 2026
July 2026 EMD review and outlook: local markets defy bond sell-off
July 2026 EMD review and outlook: local markets defy bond sell-off

Our in-depth look at last month's important events.

7 September 2023
Income: an important part of growth
Income: an important part of growth

Against a challenging backdrop, long-term investors are taking a fresh look at income and how to use it.

18 August 2026
Stewardship outcomes: why investors should look beyond engagement numbers
Stewardship outcomes: why investors should look beyond engagement numbers

Engagement matters most when it changes outcomes.

1 August 2023
Fuel the good fight
Fuel the good fight

We outline opportunities we see in Asia Pacific – a region ripe for uncovering the sustainability leaders of tomorrow.

18 August 2026
Rising above the noise: seeking resilient income in a volatile world
Rising above the noise: seeking resilient income in a volatile world

The potential benefits of a dynamic focus on quality income

1 August 2023
MyFolio Sustainable Index: celebrating a year of low-cost responsible investing
MyFolio Sustainable Index: celebrating a year of low-cost responsible investing

The MyFolio Sustainable Index fund range has just turned one. Find out about its key features.

14 August 2026
The Monthly Macro Outlook Video – July 2026
The Monthly Macro Outlook Video – July 2026
14 July 2023
Fixed Income Explained Podcast: Addressing Uncertainty
Fixed Income Explained Podcast: Addressing Uncertainty

Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities. 

11 August 2026
Macro is impossible to predict – so don't try
Macro is impossible to predict – so don't try

Devil's advocate: macro may be uncertain, but ignoring regimes risks portfolios.

17 July 2023
Climate transition bonds: putting capital to work where it's needed
Climate transition bonds: putting capital to work where it's needed

Can investors play a part in the battle against climate change while also seeking attractive financial returns?

11 August 2026
Judgement matters when ESG ratings clash
Judgement matters when ESG ratings clash

ESG ratings are useful inputs, but conviction requires active judgement.

12 July 2023
Compelling case for short duration bonds
Compelling case for short duration bonds

From elevated yields to defensive characteristics, we make the case for short-duration bonds.

11 August 2026
The AI boom is coming to bond markets - should investors care?
The AI boom is coming to bond markets - should investors care?

How the artificial intelligence equity story is now a bond story too.

12 July 2023
Investing in passive funds over the long term
Investing in passive funds over the long term

How do passive multi-manager funds stay in line with client needs?

11 August 2026
UK real estate market outlook Q3 2026
UK real estate market outlook Q3 2026

What lies ahead for UK real estate? Read more here.

19 June 2023
Are emerging markets ready for a resurgence?
Are emerging markets ready for a resurgence?

We explain why we believe there are compelling reasons to invest in emerging markets.

5 August 2026
Vibes versus reality
Vibes versus reality

US consumer sentiment is at lows normally reserved for times of severe recession. Regardless of whether household perceptions have broken from reality, or macro data are failing to capture a wide swathe struggling to get by, the ‘vibecession’ matters for politics. Ultimately it feeds into votes, policy choices and back into the economy and markets.

14 June 2023
Emerging Markets Equities Podcast
Emerging Markets Equities Podcast

What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the US dollar and the currencies coupled to it.

5 August 2026
Powering the future: what's shaping global infrastructure today?
Powering the future: what's shaping global infrastructure today?

Looking ahead through the rest of 2026 and beyond, we see compelling opportunities in infrastructure equity as long-term structural trends continue to reshape the sector. Discover more in this video with Josh Duitz.