A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Insights
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, showcases how the financial sector can contribute to building a more equitable society and takes a closer look at the innovative financial mechanisms, such as social bonds, that aim to bridge the gap in inclusion and social diversity.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Jay Sivapalan, Head of Australian Fixed Interest shares the investment outlook for 2025 and identifies the macro themes and opportunities investors should take into consideration as they navigate the future of fixed income.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.