global equities

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.

Although the economic outlook is uncertain, there are opportunities for Asian income investors.

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.

Paul Markham discusses how recent bank failures have affected the outlook for equity markets.

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

Why we believe small-cap stocks could outperform their larger-cap counterparts in the coming years.

Can China break free from US-led containment policies?

Why we believe that the prospects for dividend stocks will remain bright over the coming year.

Why deglobalisation will be a key theme for investors to watch over the next decade.

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

We discuss the outlook for UK equities.

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.

Looking back on a year of multiple crises.

We describe the opportunities and challenges facing the UK equity market in 2023.

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

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

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.

We discuss the outlook for equity income investing.

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.

Investment risks are changing in Asia, and income opportunities are rising.