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Discover Independent Thinking
Behind every innovative solution, every groundbreaking new idea, is a person who analyzed things in a different way. Our investors are encouraged to explore new ideas independently — looking at every opportunity from multiple angles and sharing their insights every day.
These are our Unique Perspectives.
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Article
A theme is not an index
Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."
Article
2023-12-31
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Infographic
2 min
Chart in Focus: how is equity market leadership changing?
Equity market leadership is changing in 2026 as sector rotation broadens beyond technology and communication services. This insights piece looks at how the Iran conflict, energy prices, market breadth and earnings resilience are shaping the global equity outlook. It also covers which sectors are leading, where risks are building and what to watch next in global stock markets.
2 min
Infographic
2027-03-31
Article
4 min
Asian credit: A market you don’t want to miss?
Discover the untapped potential of Asian credit markets. With growing economic independence and robust financial systems, Asia offers compelling opportunities for fixed income investors seeking stability and growth.
4 min
Article
2027-02-24
Article
4 min
Iran ceasefire – risk deferred, not removed
The US and Iran have announced a two-week ceasefire. While this reduces immediate tail risk, Geopolitical Strategist Thomas Mucha cautions against mistaking it for a resolution. What should investors be watching now?
By
4 min
Article
2027-05-31
Video
6 min
Focus, flexibility and resilience: Top of mind for asset allocators in Asia Pacific
In this video, Andrew Sharp-Paul, Solutions Director, APAC, shares three themes that are top of mind for clients in the region: where to focus portfolio risk, how to add flexibility within multi-asset portfolios, and ways to build resilience as volatility increases.
6 min
Video
2027-03-19
Article
4 min
Three ways to reset credit portfolios for a more volatile world
Our experts, Fixed Income Portfolio Managers Campe Goodman and Rob Burn, and Investment Director Raina Dunkelberger, explore how to reset credit portfolios for a more volatile world.
4 min
Article
2027-03-31
Video
5 min
Rapid Fire Questions with Campe Goodman - 1st Year of Trump 2.0
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Campe Goodman shares his assessment on the first year of Trump 2.0, and perspectives on why he remains constructive on fixed income, and where he is finding attractive opportunities.
5 min
Video
2027-03-31
Article
3 min
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
3 min
Article
2027-03-27
Article
3 min
FOMC: Holding the line amid geopolitical crosscurrents
Fixed Income Portfolio Manager Jeremy Forster discusses the Fed's cautious stance amid geopolitical tensions, inflation risks, and labor market dynamics.
3 min
Article
2027-03-31
Article
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
Article
2027-03-01
Article
2 min
Chart in focus: Rethinking the bond mix
Alex King and Josh Riefler explore the evolving role of global government bonds in portfolios against a backdrop of tight spreads.
2 min
Article
2027-03-31
Article
4 min
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
4 min
Article
2027-03-01
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