How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Which key stress indicators could herald the next market stage for bonds?

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Lack of clarity over the UK’s tortuous negotiations to leave the EU continues to weigh heavily on markets.

A continuing budget dispute is leading to renewed speculation over an Italian exit from the European Union.

How our ‘state intervention’ theme helps us to select our emerging-market investments.

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

As the March 2019 deadline approaches, the chances of the UK and EU reaching an agreement are in…

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

Can the U.S. equity market continue its stellar performance into 2019?

A decade on from the global financial crisis, the seeds are being sown for further instability.

How are external and internal factors likely to affect the global oil price over the coming months?

How can individuals shackled with personal debt be encouraged to save for retirement?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

China recently signaled a shift towards short-term economic growth by loosening monetary policy. Will this stimulate global reflation?

How U.S. monetary policy affects different sectors of the bond market at different times

Everything you wanted to know about Brexit…but were afraid to ask.

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

How can investors seek to engineer a return in today’s bond markets?

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…

With the FIFA World Cup fast approaching, can Russia sustain an economic recovery after its deep recession?

What are the consequences of the increase in short-term contracts and freelance work for inflation and bond markets?

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?

Analyzing the investment landscape against a backdrop of rising interest rates.

A global trade war could fuel rising inflation and renewed volatility.

Who takes home the lion’s share – record labels or streaming services?

Do electric vehicles spell the end for oil?

The growing sophistication and investment potential of the virtual reality experience

Volatility returned with a vengeance in February. What are the ramifications for emerging markets?

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Have we seen an extended cyclical bull market or sustainable secular expansion?

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

Can China sustain its positive momentum in the Year of the Dog?

How technical innovation could help to address London’s decades-old air-pollution problem.

A look at the canine characteristics of the world’s leading central banks.

The structural growth story in global Chinese tourism could run for decades.

What lies ahead for global equity markets in 2018?

Where are opportunities for flexible fixed-income investors likely to arise in 2018?

Blockchain technology could revolutionize financial services.