Jenna Barnard believes political upheaval may lean in favour of bonds.
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.
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
What advisory teams can learn from restauranteurs who have achieved the rare and coveted rating.
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.