global equities

CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.

We explore the growth potential for European utilities.

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

New trends and technology innovations are expanding the opportunity set.

We debate the most out-of-consensus viewpoints for 2025.

Cyclical and secular forces continue to support longer runways of growth for select commodities.

We believe a renewed emphasis on infrastructure will provide investment tailwinds.

We consider the broad investment implications of Donald Trump’s US election victory.

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

Could wearable technology interpret brain signals to improve everyday life?

Is it time for investors to flip from private to publicly listed infrastructure?

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

What’s next for US trade policy in the new term?

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

Could recent litigation upend the traditional US residential real estate industry?

Could an alternative currency topple the US dollar’s supremacy?

Biofuels are helping to drive the energy transition.

Three findings from a recent research trip to Japan.

What are the implications of rebel attacks on Red Sea trade routes?

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

Could edible insects become a staple of the Western diet?

How are news outlets evolving with the ever-changing media industry?

How are companies unearthing critical minerals in the depths of the ocean?

As geopolitical tensions become a focal point, what should investors consider when investing in China?

We believe listed infrastructure could be a compelling option for investors seeking alternative investments.

Our conviction remains high as emerging technology and innovation transform the industry.

Modernizing parental leave could help drive a more gender-balanced economy.

Discover the catalysts that are creating significant tailwinds for US utilities.

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

We analyze how China’s economy is influencing inflation rates across the developed and emerging world.

How do women in the workplace positively affect the bottom line?

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

How can we benefit from infusing elements of nature into our cities?

With several key trends set to reach an important climax in 2024, we consider the investment implications.

We explain why cyclical and secular forces support the current commodity cycle.

We explore the investment implications of a decoupling between China and the West.

Could a breakthrough in superconducting material bring to light electronic efficiency?

As climate change reaches a boiling point, why are major insurers exiting disaster-prone states?

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

Could advancements in gene sequencing technology accelerate scientific breakthroughs and provide attractive investment opportunities for years to come?

Regulators and platforms may benefit from adapting to worker concerns.

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

Is the era of content overload, with streamers trying to be all things to all people, winding down?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

We explore the renewed interest in analog goods and services in the post-pandemic world.

We analyze what recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

We investigate as sites like Reddit seek to capitalize on AI-fueled demand, causing upheaval among users and developers.

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

We investigate the geopolitical and economic implications of rare-earth elements.

The next step in advanced air mobility is arriving soon.

How will looming big tech regulations change the way online platforms operate?

How is the US Food and Drug Administration fast-tracking genetic medicines?

Augmenting real data opens up a world of possibilities.

Some potential risks can be managed, but difficult questions remain.

We examine the value of taking a gender-lens approach to economic and investment decision-making.

Our thoughts on First Republic's collapse and what it means for the banking sector.

The industry takes on the challenge.

We participated in the Council of Institutional Investors’ spring conference, Governance as the Linchpin: The “G” Is Key.

We imagine the farm of the future and the dining table of tomorrow.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

We examine the environmental implications of the ever-expanding digital world.

How a focus on innovation and technology could help drive food sector returns in 2023.

We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

We explore potentially life-saving advanced driver assistance system technology.

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

We discuss our 2023 outlook.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

We explore the effects of the current macroeconomic environment on the IPO market.

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

A decoupling of US and China technology ecosystems presents opportunities.

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

Feasting on honey or playing with fire?

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We assess the possible investment implications of Russia’s invasion of Ukraine.

How do Russia's latest demands over Ukraine impact future European security?