Expectations ahead of the outcome of the regulatory review on the water sector.
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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.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.