Fly On The Wall

Explore how the Act’s incentives may drive investment opportunities.

Unlocking value in AI's third wave.

Learn about his philosophy, the role of research and why now is the time for value investing.

With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.

Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.

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

We explore the growth potential for European utilities.

We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in a volatile world.

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

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

The multi-asset solutions team provides an assessment of the macro landscape.

New trends and technology innovations are expanding the opportunity set.

We describe the enduring appeal of high-quality companies with reliable dividends.

We explore the key emerging ESG-related themes for 2025.

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

We discuss how a balanced approach can help navigate market uncertainty in 2025.

Uncovering opportunities for global dividend-focused strategies.

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

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

Cyclical and secular forces continue to support longer runways of growth for select commodities.

Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.

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

Could large-cap value stocks provide a port in the storm?

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

We investigate the opportunities around the next phase of dynamic pricing.

Discover how value investing can bring balance to a portfolio without sacrificing performance.

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

Could small-cap and IPO markets be poised for a comeback?

Could wearable technology interpret brain signals to improve everyday life?

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.

Changing investor sentiment is putting money in motion.

What’s next for US trade policy in the new term?

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.

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

Unlocking opportunities: Are small and SMID caps primed for market leadership?

Could an alternative currency topple the US dollar’s supremacy?

Three findings from a recent research trip to Japan.

Biofuels are helping to drive the energy transition.

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

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

Could edible insects become a staple of the Western diet?

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

The appeal for a manufacturing renaissance crosses party lines.