industry views

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

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

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

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

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

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.

How humans and machines can thrive together in a new market regime.

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

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

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.

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

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

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

After two difficult years, we explain why we believe the prospects for bond investors are improving.

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?

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.

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.

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

The next step in advanced air mobility is arriving soon.

Augmenting real data opens up a world of possibilities.

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

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

We investigate how a US forced-labour law targeting China is affecting US supply chains.

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

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

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

We investigate how investing in climate adaptation could help protect our planet’s future.

We examine the future of commercial real estate and its implications for employers and employees alike.

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

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

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

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We assess the evolving market landscape of the music streaming industry.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

We discuss the pandemic’s lasting legacy on the energy sector.