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 all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Findings from a study into generational preferences and attitudes toward technology and sustainability.
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.
Research Analyst Douglas Turnbull outlines how Chinese electrical vehicle manufacturers promise to redefine global mobility, signalling China's rising dominance in key technological and industrial sectors.
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.
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.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
