Investment views

The content of this page is intended for investment professionals only and should not be relied upon by anyone else.

Sustainability & satellites

New frontiers in sovereign debt investing

Could advances in geo-spatial research transform sovereign debt investors’ ability to address environmental risks?

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De-dollarisation

How a global currency shift may surprise investors

The de-dollarisation series explores ongoing moves to erode dollar dominance and the shift to a multi-currency international monetary order.

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Energy 3.0

How the renewable energy revolution has become a mainstream investment priority.

The Investment Institute explores how asset owners are significantly underestimating both the risks and potential opportunities presented by decarbonisation.

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Tusk Awards 2018 Winners

Tusk Awards 2018 Winners

Tusk Conservation Awards, in partnership with Investec Asset Management, celebrated the ground-breaking work of Africa’s unsung conservation heroes.

Read more about 2018 Tusk Conservation Awards winners
China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub
Emerging Perspectives

Emerging Perspectives

Our expert team examines the dynamic world of emerging market debt.

Emerging Perspectives

Featured investment views

Fate of nations: Why country calls will be key for hard currency debt investors this year

27 January 2020

Thys Louw discusses a shift in the driving forces for hard currency debt returns.

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Related links
- What Argentina’s shock primary result means for bondholders
- Argentina – don’t cry; do watch closely
Planetary Pulse

24 January 2020

John Green talks to Lindsay Williams about the recently launched Planetary Pulse survey of 2000 UK pension fund members and their views on environmentally focused investing.

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Related links
- Subscribe to our podcast channel
- Planetary Pulse: making pensions greener
Five themes for the Year of the Rat

22 January 2020

With Chinese New Year approaching, what should investors expect from the year of the intelligent and agile rat?

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In credit: our latest views

20 January 2020

Read about recent market developments and our current views, in this quarterly report from our Developed Market Credit team.

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Emerging Market Debt Indicator

14 January 2020

A review of recent developments in the emerging market debt universe, supplemented by specific country and sector commentary.

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