Our Head of Global Equity Income shares insights on market trends, highlighting a cautiously optimistic outlook for the year ahead.
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.
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.
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
Jenna Barnard believes political upheaval may lean in favour of bonds.
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
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.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.