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.
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.
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
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.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
