A resurgence in productivity underscores a significant shift toward greater efficiency.
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.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
What investors should consider as the U.S. election outcome becomes clear.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
We explore the electoral setback for Japan’s Liberal Democratic Party, as the country navigates political uncertainty and market instability.
Monetary analysis suggest global economic strength in the second half of 2025 and in 2026, although we may see a more difficult period first.
Global small caps offer investors long-term returns potential. Here we summarise the views of our small cap experts to questions from investors.
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.