Blockchain technology could revolutionise financial services.

Why have previously fast-growing Middle Eastern airlines suffered a marked slowdown this year?

One year on from the Indian government’s demonetisation initiative, asset management-related businesses are reaping the rewards.

In spite of housing and productivity initiatives, the UK’s Budget was overshadowed by a significant downgrade in growth…

After a strong run, is the high-yield bond market due a more serious setback?

What can UK DC schemes learn from the US about managing litigation risk?

Last week’s $2bn bond issuance by China coincided with the 19th Party Congress.

Cautious messaging around the much-anticipated UK rate rise puts the focus squarely on the health of the economy.

Are reasons for optimism emerging in Brazil’s sovereign debt markets?

How prepared are governments for the ageing of their populations?

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

China has a grand vision for its One Belt One Road project, but can it become a reality?

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

Increased infrastructure spending in India could be good news for investors.

Trump’s promises, a questionable economic recovery and how to navigate them.

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Three macro snapshots of China that investors should keep in mind.

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

The memory chip supply/demand sweet spot.

Despite a shift in policy, a peak in rates may not be too far away.

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

Despite talk of a UK economic slowdown, the picture appears more mixed than outright negative.

Has a long-held central-bank assumption on what triggers inflation become obsolete?

With a climate-change sceptic in the White House, has our outlook for renewable-energy investment changed?

Why investors should beware of China’s haunted property market.

What can an optical illusion teach us about investment management?

What approach should investors take while awaiting more certainty on monetary policy direction?

High hopes of a President Trump-sponsored injection into global growth have taken a hit.

Electric vehicles could spell the end of the road for the internal combustion engine.

Sovereign and corporate ESG credentials can be significant factors in shaping our fixed-income investment decisions

The lack of innovation in the post-retirement market remains disappointing...

On the surface, the scale of emerging-market debt has rocketed – but has China confused the picture?

Why demand remains the mother lode of health-care investing.

How to avoid investing in an echo chamber.

What a simple experiment with jam can tell us about abundance and the consumer.

A week is a long time in politics, and in the gilt market...

Rising inflation and currency weakness may combine to dampen the prospects for gilts over the medium term.

Infrastructure is currently a hot topic for investors, but what’s the reality?

The UK election offered voters genuinely different options for the first time in decades.

Theresa May’s decision to call a snap election looks to have put the UK on the back foot.

What could the UK’s hung parliament mean for Brexit and fixed income markets?

Why all infrastructure investment opportunities aren’t created equal.

Emerging market sovereign debt has defied market expectations so far this year, but can it last?

Advances in robotics are likely to have sweeping implications across economies.

Why we believe a business run for people is best run by people.

Some corporates may be left feeling insecure after the latest hacking to hit the headlines.

The latest scandal in Brazil serves to underpin our long-term views on the country.

Timing the turn is never easy, but you don’t want to be left ‘dancing near the door’.

A look at the risks and opportunities in the athletic apparel and footwear market.

Macron’s strong showing in the French presidential election does not mean his route ahead will be plain sailing.

Could lessons from abroad help overcome the challenges in the UK DC market?

Why we believe labour-intensive manufacturing is unlikely to return to the US for purely economic reasons.

Could China’s wealth management products spark a crisis in the country’s financial system?

Despite a relatively predictable first round, there may still be surprises ahead in the French presidential election.

How our investment themes help us identify opportunities and risks in changing bond markets.

Despite car sales at a record high, we’re not so sure the auto finance industry is firing on…

Strong markets and data point to confidence in economic recovery, but scratch the surface and a darker picture…

A slowdown in credit is cause for concern for a US economy increasingly dependent on debt for economic…

A trip to Japan provides a chance to find out more about developments in virtual reality.

Continuing weakness in the oil price is having a big impact on credit spreads in the energy sector.

The French presidential election will provide the next opportunity to measure the progress of global populism.

There is much at stake for the UK and EU as Theresa May rings the starting bell for…

A look at how much ‘good news’ is priced into market valuations and whether it is deserved.

How income inequality could be a guide to future political risk.

The use of technology in health-care delivery is becoming increasingly sophisticated.

President Trump’s proposed protectionist policies could have negative consequences at home as well as abroad.

EU leaders will view the Dutch election result with relief, but the bloc’s future success remains far from…

With the Fed set to raise rates again, we assess the outlook for the financial sector.

Examining three hot topics for Asian equity investors today.

Are many of the recent positive US economic indicators based more on expectations than reality?

Chancellor Philip Hammond’s first Budget reveals little about the UK economy’s post-Brexit path.

Why global equity income might offer a solution for cash flow negative schemes.

Comparing and contrasting three central European economies.

An interview with Professor Sarah Harper on the challenges and opportunities of an ageing population.

How can pension schemes ensure they have a trustee board fit for the 21st century?

How can we try to identify the winners and the losers from US corporate tax reform?

Despite a growing belief that sustained global inflation may be on the cards, hurdles still remain.

Assessing the outlook for emerging-market bond investing.

A trip to a wind farm provides valuable on-the-ground insights.

A fixed-income perspective on the US president’s potential policies.

What’s the prescription for health care in 2017?

Many investors appear to believe Donald Trump can deliver a Reagan-like reform agenda, but change will not be…

What can we learn from the past about power shifts in the global economy?

A look at the investment landscape ahead in the telecommunications sector.

Dissecting the prospects for a sector attracting keen investor interest as Donald Trump takes office.

Europe’s rising populist tide threatens to wash away the EU, unless it can undertake urgent and profound reforms.

Why do so many investors believe Trump can transform the US economy, and are they right?

Agent May’s plan for Operation Brexit provides a reality check.

Four pieces of good news for health care in China.

Donald Trump’s victory has added further momentum to an already buoyant US market, but can the positivity last?

The big themes to watch this year in the consumer sector.

The rich economic potential of the electric vehicle market could be realised much faster than previously expected.

A look at how investors might navigate the next technological revolution in 2017 and beyond.