Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
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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.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
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.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
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.