After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
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.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The importance of fundamental research in an environment where stock market dispersion is increasing.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Jenna Barnard believes political upheaval may lean in favour of bonds.
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.
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.