Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Moderating albeit resilient US growth and monetary policy easing sets a constructive external backdrop for emerging markets debt hard currency (EMD HC), but whether that continues will be driven by US policy. The EMD HC team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
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.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
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.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
