Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
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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.
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.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.