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We examine six prospective investment catalysts for 2026.
We outline our thoughts on bonds, equities and alternatives from a multi-asset perspective.
We discuss why we believe the electric-vehicle (EV) trade is set for a boost.
The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.
We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.
We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.
What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?
Can bonds once again play a bigger role as part of a well-diversified portfolio?
We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.
We assess the evolving market landscape of the music streaming industry.
There’s more than meets the eye in relation to rising gas prices and their effect on the economy.