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.
A resurgence in productivity underscores a significant shift toward greater efficiency.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
What investors should consider as the U.S. election outcome becomes clear.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
We explore the electoral setback for Japan’s Liberal Democratic Party, as the country navigates political uncertainty and market instability.
Global small caps offer investors long-term returns potential. Here we summarise the views of our small cap experts to questions from investors.
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.