Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the complexities and opportunities for the coming year.
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.
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
Jenna Barnard believes political upheaval may lean in favour of bonds.
The emerging markets debt hard currency team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 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.
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.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, showcases how the financial sector can contribute to building a more equitable society and takes a closer look at the innovative financial mechanisms, such as social bonds, that aim to bridge the gap in inclusion and social diversity.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.