global equities

We explore the investment implications of a decoupling between China and the West.

With several key trends set to reach an important climax in 2024, we consider the investment implications.

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

Could advancements in gene sequencing technology accelerate scientific breakthroughs and provide attractive investment opportunities for years to come?

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

Is the era of content overload, with streamers trying to be all things to all people, winding down?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

We explore the renewed interest in analogue goods and services in the post-pandemic world.

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

We investigate the geopolitical and economic implications of rare-earth elements.

The next step in advanced air mobility is arriving soon.

How will looming big tech regulations change the way online platforms operate?

How is the US Food and Drug Administration fast-tracking genetic medicines?

Augmenting real data opens up a world of possibilities.

Some potential risks can be managed, but difficult questions remain.

The industry takes on the challenge.

We examine the value of taking a gender-lens approach to economic and investment decision-making.

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

Can China break free from US-led containment policies?

We imagine the farm of the future and the dining table of tomorrow.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.

We examine the environmental implications of the ever-expanding digital world.

We provide our thoughts on the latest Consumer Electronics Show conference.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

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.

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.

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.

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

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.

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

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

Disruptive innovation in health care could help us age more healthily

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

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