Our latest thematic paper discusses how the accelerated pace of decarbonization is generating frictions that are likely to…

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

From distributed ledger technology to the biophysical economy, frontier themes could be a roadmap to potential future growth.

Adequate connectivity is necessary for educational and socioeconomic opportunities yet our most vulnerable communities are disproportionately disadvantaged.

Is it money? Is it an investment? Is it a fad? We unlock the value behind cryptocurrency.

Flying cars, jet packs and land speeders? This is what the future of mobility can really look like.

New capabilities are driving a faster rate of research, getting us closer to the dream of precision medicine.

We explore different valuation methods that can be applied to the Bitcoin and potentially other cryptocurrencies.

Machine learning can be a powerful tool but its application requires special care.

The forces behind health care have aligned to bring about an exciting evolution in care delivery.

Edge computing is poised to play an essential role in the post-COVID-19 global economy.

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

We examine how Smart Cities have fared during the pandemic and the benefits they can deliver their constituents.

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Chief Investment Officer and Head of Equity John Porter introduces this year’s series of thematic insights.

Explore how consumer preferences reshape industries and drive key opportunity sets.

Why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future.

We discuss the outlook for UK equities.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We analyze how the pandemic is shaping key trends affecting the investment landscape today and in the future.

We examine how the pandemic might pave the way to a more sustainable future.

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

Demographic data is painting a richer picture of millennials; what are the investment implications in this post-pandemic world?

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.

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

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

Discover what happens to health care investing and financing when curative genes are delivered to patients.

We examine the far-reaching implications of the advent of 5G on both consumers and corporations.

How to eat well for the planet and your health.

The growing sophistication and investment potential of the virtual reality experience