Discretionary

Investors shouldn't write off sterling investment grade bonds just yet.

With an acute need for capital, investors looking to do good with their portfolios need look no further. Ensuring the preservation of, and access to, clean drinking water is one of the major challenges of our times.

Strategies that we are positive on in the first quarter of 2022 are: quantitative strategies, convertible arbitrage and merger arbitrage. We are cautious on equity long-short and have a muted outlook on long-biased credit funds (such as distressed).

Emerging-market debt face three main challenges in 2022: a reduction in the provision of global liquidity, lower structural growth and contribution to global demand from China, and unsustainable debt levels for some of the more indebted economies.

With a changing monetary policy direction, entrenched inflation and increasing pressures on many businesses, high yield investors must be judicious in their stock picking in 2022.

Could Crypto be a useful diversifier in a multi-asset portfolio? And what might be an optimal allocation if so?

On the precipice of a global climate crisis, things cannot go on as before in consumer firms. We need a lightbulb moment – and do more with less.

Over the long term, we consider it likely that US 10-year sovereigns will lose buyers’ money in real terms. However, over the shorter term, models are suggesting that rates could stay low for longer, albeit they may move slightly higher from here.