global equities

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We explore potentially life-saving advanced driver assistance system technology.

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

We discuss our 2023 outlook.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

How can a different approach to equity investment seek out opportunities in a radically different market regime?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Paul Markham outlines how geopolitics, energy prices and the possibility of recession are affecting equity markets.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

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

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

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

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.

Jon Bell talks to David Chambers and Adam Reed about their academic research challenging misconceptions about equity-income investing.

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

Why now for US small and mid-caps?

How the Ukraine conflict could change the geopolitical and investment landscape.

How is India tackling climate change?

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

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

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

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

We discuss the outlook for cyclical stocks.

We assess the implications of Joe Biden’s US presidential election victory.

With the US election fast approaching, we assess the potential implications for markets.

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

As market turmoil continues, we consider the outlook for global equities

The UK may have officially left the European Union, but the real negotiations are yet to begin.

Disruptive innovation in health care could help us age more healthily

With less than two weeks to go, we examine the latest developments in the UK general election.

The UK Supreme Court’s ruling against Boris Johnson appears to have deepened Brexit divisions in Parliament.

Boris Johnson has embarked upon a radical but controversial Brexit strategy.

We assess the latest developments as the UK moves closer to the 31 October Brexit extension deadline.

The EU and UK finally agree on a Brexit extension until 31 October. What happens next?

In an unprecedented move, politicians are wresting control of the Brexit process from the UK prime minister.

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

We assess the prospects for global equities in 2019

The UK Prime Minister’s emphatic Brexit vote loss last night raises more Brexit questions than it answers.

We analyse the possible Brexit outcomes that lie ahead for the UK.

Lack of clarity over the UK’s tortuous negotiations to leave the EU continues to weigh heavily on markets.

A continuing budget dispute is leading to renewed speculation over an Italian exit from the EU.

As the March 2019 deadline approaches, the chances of the UK and EU reaching an agreement are in…

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

A decade on from the global financial crisis, the seeds are being sown for further instability.

Can the US equity market continue its stellar performance into 2019?

How are external and internal factors likely to affect the global oil price over the coming months?

Everything you wanted to know about Brexit…but were afraid to ask.

How can multi-asset investors manage a changing relationship between bond and equity markets?

What lies ahead for global equity markets in 2018?

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

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

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

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

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

How do you begin to position portfolios for the forthcoming US presidential election?