sector research

Third-party ESG ratings play an important role in asset management, but we believe their application needs to be…

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

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

We discuss the evolution of sustainability reporting.

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

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.

We discuss the outlook for equity income investing.

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

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

We discuss promising relative-value scenarios.

We assess the prospects for UK government bonds

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

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

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

Key (and sometimes surprising) findings from a recent trip to Vietnam.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

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.

We discuss the challenges of accounting for goodwill.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

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

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

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

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

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.

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

A perspective on the nature of drawdown as an inevitable element of long-term investing.

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

We discuss how investors assess and monitor acquisitions.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

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

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

The importance of (and challenges with) valuing intangibles.

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

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

With tight supply and growing demand, we discuss the outlook for copper.

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

We discuss how the pandemic has distorted standard valuation measures.

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

Making the case for revisiting companies’ cash flow statements.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

We discuss the outlook for cyclical stocks.

We discuss the outlook for the precious metal.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

We examine how the pandemic might pave the way to a more sustainable future.

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

We assess the potential for a more sustainable recovery from the latest global crisis.

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

What did our visit to an underground farm teach us about agricultural innovations?

Spending money on health and wellness is gaining popularity. What opportunities does this present?

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?