Why now for US small and mid-caps?

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.

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

How the Ukraine conflict could change the geopolitical and investment landscape.

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

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.

Why equity income, why now?

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

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?

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

Can India emulate China's recent growth?

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

The latest Double Take investigates the links between Covid, consumer demand, cargo, and the current supply chain crisis.

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

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

We unpick the implications of the growing crisis in China’s real-estate sector for investors.

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

We outline some areas of unusual change that are relevant for the investment landscape in emerging markets.

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

Why cooperation on reducing carbon emissions must be truly global.

Tackling climate change: How did we get here?

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.

Where are the best opportunities for sustainable-bond investors?

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

We look at recent academic work that underpins the effectiveness of global equity-income investing.

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 explain how we currently use themes in our investment approach.

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

We analyze how the pandemic is shaping key trends affecting the investment landscape today and in the future.

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

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

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.

Discover how innovations in gene technology are helping us combat the Covid-19 virus.

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.

How is the pandemic changing global trends?

How is the pandemic changing global trends?

How will Covid-19 shape the post-pandemic investment landscape?

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?

Gene therapy could redefine the healthcare industry. We explore the science behind what’s changing.

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?