themes

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

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

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.

Why deglobalization and supply shortages are leading to greater government intervention.

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

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Explore how consumer preferences reshape industries and drive key opportunity sets.

Why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future.

We discuss the outlook for UK equities.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

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

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

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