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.
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.
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.
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.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.