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Investment Outlook

Fund partner insights

To be in cash or not to be in cash

With the significant rise in cash rates, James Klempster of Liontrust discusses the advantages and disadvantages of holding savings in cash relative to investing over the short and long term.

UK equities: Out of exile?

Polar Capital’s George Godber and Georgina Hamilton explore structural issues that the UK has faced and the catalysts that could turn the tide on this undervalued, unloved market.

Multi-asset outlook: Bonds have plenty to offer

Sarasin’s CIO of Multi Asset Phil Collins looks at how a diversified investor should approach asset classes given the recent attractive value presented in bonds.

The big headlines of Q2 2023

In this infographic, which can be shared with clients, Invesco have summarised the key headlines from the quarter that have impacted investment performance.

Artificial Intelligence: Welcome to the mainstream

Ben Rogoff, Co-Head of the Polar Capital Global Technology Team, explores the recent breakthroughs in artificial intelligence how tech investors can navigate this critical investment theme.

Investing in the future

A 60-minute airport trip in less than 10? Short haul flights to city centres in minutes? Newton considers the investment opportunities emerging from the latest technological transportation trends.

The Investment Outlook Q3

Peter Branner of abrdn introduces 5 new Investment Outlook articles which offer insights into key asset classes and topics as storm clouds gather for investors.

Banks fall victim to the battle against inflation

Following concerns about the robustness of the banking system the question now begs: what does this mean for central banks as they decide on policy going forward? Sarasin discuss.

Macro Monthly: Evidence of reacceleration

UBS discuss the strong start to the year, reflecting fading investor pessimism on the likelihood of a recession as decelerating inflation means central bank tightening cycles are winding down.