At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
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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.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
Victoria Mio discusses why China’s recent policy pivot is signalling the market’s resilience.
John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in 2025.
As the AI tailwind begins to mature in 2025, Alison Porter says investors in technology stocks should recognise that waves are lengthy and be prepared for higher volatility.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.