New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
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.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
Securitisations are ‘complex’ and ‘risky’, as evidenced by the sector’s acronyms and the Global Financial Crisis. What is the reality?
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Jenna Barnard believes political upheaval may lean in favour of bonds.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.