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Research & Investment Strategy


Macro-economic trends and financial markets are the raw material of our business. Our Research & Investment Strategy (R&IS) team carries out extensive research to generate forward-thinking analyses for our clients. It also enables us improve the performance of portfolio managers and develop insight-driven solutions.

24-2-17 - Investment Strategy - Keeping an eye onf the political spring

With uncertainty growing, plans are needed for both before and after a politically-landen Spring

22-2-17 - Mapping to market

Using correlations across asset classes, Maxime Alimi has mapped a variety of market conditions. The current conditions point to a benign environment, which is consistent with our central scenario.

20-2-17 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

16-2-17 - China – Exerting its influence over Asia

Assessing China’s economic and financial spill-overs in the Asia region

14-2-17 - The state of the polls as highlighted by our aggregating tool

The state of the polls as highlighted by our aggregating tool

13-2-17 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

10-2-17 - “Protection will lead to great prosperity”

How the US might slip into protectionism

9-2-17 - Consider this - Narrative economics

This brief note summarises “Narrative economics”, published as a Cowles Foundation discussion paper, by Robert J. Shiller from Yale University.

6-2-17 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

26-1-17 - “Poor Mexico, so far from God, so close to the US”

Mexico threatened by more US trade protectionism

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Eric Chaney

"One of the key roles of our research capability is to turn facts & figures into robust, high-quality analyses, which our investment professionals can rely upon, day in and day out."

Market Update: View on China

Published in September 2015