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

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?

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.

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 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.

How to eat well for the planet and your health.

The growing sophistication and investment potential of the virtual reality experience