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.
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A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
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.
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.
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.
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.