sector research

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

We explore the growth potential for European utilities.

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

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

New trends and technology innovations are expanding the opportunity set.

We describe the enduring appeal of high-quality companies with reliable dividends.

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

We discuss how a balanced approach can help navigate market uncertainty in 2025.

We discuss the consensus ‘Trump trade’ and whether it will hold.

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.

Could large-cap value stocks provide a port in the storm?

Discover how value investing can bring balance to a portfolio without sacrificing performance.

Could small-cap and IPO markets be poised for a comeback?

Could wearable technology interpret brain signals to improve everyday life?

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

Changing investor sentiment is putting money in motion.

How should bond investors approach market conditions similar to those last seen in the 1970s?

Unlocking opportunities: Are small and SMID caps primed for market leadership?

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

Findings from a research trip to India

Could edible insects become a staple of the Western diet?

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

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

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

Energy companies adjust their focus.

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?

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

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

After two difficult years, we explain why we believe the prospects for bond investors are improving.

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

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

What is biochar, and how could it help in addressing carbon emissions?

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

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

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

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

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

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

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

Why the financial industry has a key role to play in supporting and enhancing biodiversity

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.

We investigate how investing in climate adaptation could help protect our planet’s future.

We examine the future of commercial real estate and its implications for employers and employees alike.

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 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 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.

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.

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.

We share our key learnings from a recent visit to a vertical farm.

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 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.

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.

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…

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

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

We discuss the outlook for the precious metal.

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

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

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