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Insights

Informed analysis and opinion on investment themes and the global economy.

Latest articles

  • Capitalising on the rise of the Chinese consumer

    Capitalising on the rise of the Chinese consumer

    30 Aug 2019

    Giles Money, Global Equities Analyst, discusses how best to access the rising consumer trend in China.

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  • Drivers-of-Treasury-term-premium

    Yield curve inversion

    29 Aug 2019

    Fixed Income Fund Manager Tony Carter discusses the recent inversion of the US Treasury yield curve, and what it means for the real economy.

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  • Looking back at AIM

    The drivers of declining Treasury term premium

    29 Aug 2019

    Tony Carter, Fixed Income Fund Manager, discusses what the Treasury term premium is, and what influences it.

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  • Semiconductor supply chains

    Semiconductor supply chains

    31 Jul 2019

    Josh Sambrook-Smith, Global Equity Analyst, examines how China can achieve self-sufficiency in a uniquely global industry.

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