A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
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.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.