Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
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.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
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.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
How is the power of innovation in the tech sector rising up to meet the AI power challenge?
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.