Unlocking value in AI's third wave.

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

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

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

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

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

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

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.

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

News flash! Is the future bright for the media business?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?

To invest or not invest? We take a closer look at the latest realities of China’s economy.

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

How do women in the workplace have a positive impact on the balance sheet?

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

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

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

Could vertical farming elevate our urban food supply, with more efficient production, less energy consumption and fewer pesticides?

Could a breakthrough in superconducting material bring to light a new way to transport electricity?

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

Are there storm clouds ahead for the insurance industry as climate change looms on the horizon?

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

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

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

Are we embarking upon the final act of a 100-year historical cycle?

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

Could the conventional ad-supported model of TV delivery make a comeback?

The industry appears ready for an upswing.

Is there a place for classic analogue technology in our ever-evolving digitised world?

What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?

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

Sites like Reddit and Twitter seek to capitalise on AI-fuelled demand for their once-free platform data.

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

We navigate the growing thicket of antitrust regulation in the Western hemisphere.

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.

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

We explore how the economic value of music has shifted over the years, and where it is heading.

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.

Can artificial intelligence prove superior to human intelligence in any key aspects of investing?

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

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

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

What does the future hold for sourcing the rare earths required to promote electrification across the global economy?

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

What are potential use cases for 'edge' generative artificial intelligence (AI) and language models?

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

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

How is a US forced labour law aimed at China causing a logjam of goods in US ports?

We work with companies to better understand their exposure to physical risks.

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

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

How a focus on innovation and technology could help drive food sector returns in 2023.

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.

Why should we be concerned about investing in climate crisis adaption today?

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

We discuss the uncertain outlook facing the global economy and financial markets.

We discuss the outlook for equity income investing.

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

We share our key learnings from a recent visit to a vertical farm.

Why deglobalisation and supply shortages are leading to greater government intervention.

With a good degree of recovery priced in, we discuss the outlook for UK equities.

We examine the longer-term impact of the virus on the health-care sector.

We analyse how the global health-care sector is faring in the face of the global pandemic.