Global equities

We explore the growth potential for European utilities.

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

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

Uncovering opportunities for global dividend-focused strategies.

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

We consider the outlook for global equities.

We consider the broad investment implications of Donald Trump’s US election victory.

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

Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?

Is it time for investors to flip from private to publicly listed infrastructure?

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

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

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

The perception that investing in Asia is solely a play on global macro and export growth should change.

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.

We assess the prospects for the UK economy and consider potential sources of UK equity income.

Three findings from a recent research trip to Japan.

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 believe listed infrastructure could be a compelling option for investors seeking alternative investments.