Insights Hub

What investors need to know about the digital economy

Learn more about the 4 Ds driving growth in the digital economy: Discovery, Decisions, Delivery, and Data & Enablers.

Social climbing: ESG investors get their heads around social risks

Thanks to COVID-19, ESG factors - and the social element in particular - are in the limelight

What investors need to know about fintech

Five points that sum up the fintech industry.

A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

How to blend factors to invest sustainably

How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors h ...

2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs, a ...

COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this will ...

US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

Multi-Asset Investments views – August 2020 - Fiscal support firing on all cylinders