Fly on the wall

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

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

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

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

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

We analyse potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

We discuss the challenges of accounting for goodwill.

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

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

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.

We explore the key investment risks and opportunities associated with the gaming industry.

Energy security and decarbonisation: are they mutually exclusive?

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Investment risks are changing in Asia, and income opportunities are rising.

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

How can investors get comfortable with corporate governance in China and broader emerging markets?

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

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

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

We examine the conditions that have led to increasingly high levels of inflation.

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

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

We discuss how investors assess and monitor acquisitions.

We examine the potential opportunities emerging as the performance of UK large and mid-cap stocks diverges.

We analyse the steps we believe will be necessary to collectively achieve net-zero global carbon emissions.

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 believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

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

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

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

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.

We assess the need for global consistency and guidelines on sustainable investment.

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

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

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

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

The importance of (and challenges with) valuing intangibles.

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

We outline our thoughts on the prospects for global fixed-income markets as we move towards a low-carbon economy.

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

We assess the evolving market landscape of the music streaming industry.

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

We discuss the benefits of collaborative engagement to reduce the social health impacts of the global food system.

We explore the realities of carbon emissions and how emerging markets are key to achieving net zero.