Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
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Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
Highlights and key insights from the Annual Meetings of the World Bank Group and International Monetary Fund.
Portfolio Manager Oliver Blackbourn considers the potential ramifications of the conflict between Israel and Palestine at a geopolitical level, giving some insight into how markets have responded thus far.