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.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
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.
Monetary analysis suggest global economic strength in the second half of 2025 and in 2026, although we may see a more difficult period first.
Global small caps offer investors long-term returns potential. Here we summarise the views of our small cap experts to questions from investors.