Fly on the wall

Unlocking value in AI's third wave.

With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

We outline our thinking around the shifting macroeconomic and geopolitical backdrop.

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

We explore the growth potential for European utilities.

We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in today's environment.

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

We explore how liquid and dynamic strategies can help investors seize opportunities in a changing and volatile world.

The multi-asset solutions team provides an assessment of the macro landscape.

We explore the key emerging ESG-related themes for 2025.

We debate the most out-of-consensus viewpoints for 2025.

We outline our thoughts on bonds, equities and alternatives from a multi-asset perspective.

Uncovering opportunities for global dividend-focused strategies.

We discuss the consensus ‘Trump trade’ and whether it will hold.

We believe a renewed emphasis on infrastructure should provide investment tailwinds.

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.

We consider the outlook for global equities.

We uncover the key takeaways from biodiversity COP16 and explore how nature can be connected to investments.

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?

Is it time for investors to flip from private to publicly listed infrastructure?

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

We explore why conventional risk tools may have limited effectiveness in tackling sequencing risk in decumulation portfolios.

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.

How should bond investors approach market conditions similar to those last seen in the 1970s?

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

Could recent litigation upend the traditional US residential real estate industry?

What are the implications of rebel attacks on Red Sea trade routes?

The perception that investing in Asia is solely a play on global macro and export growth should change.

We consider the impact of inflation on DC retirees and how plan sponsors and advisors could mitigate it.

Could edible insects become a staple of the Western diet?

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

We assess the prospects for the UK economy and consider potential sources of UK equity income.

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

Three findings from a recent research trip to Japan.

How are news outlets evolving with the ever-changing media industry?

How are companies unearthing critical minerals in the depths of the ocean?

With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.

As geopolitical tensions become a focal point, what should investors consider when investing in China?

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

We discuss why we believe the electric-vehicle (EV) trade is set for a boost.

Our conviction remains high as emerging technology and innovation transform the industry.

Discover the catalysts that are creating significant tailwinds for US utilities.

How do women in the workplace positively affect the bottom line?

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.