After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The importance of fundamental research in an environment where stock market dispersion is increasing.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
Jenna Barnard believes political upheaval may lean in favour of bonds.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.