Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
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Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
Victoria Mio discusses why China’s recent policy pivot is signalling the market’s resilience.
John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in 2025.
As the AI tailwind begins to mature in 2025, investors in technology stocks should recognise that waves are lengthy with higher volatility.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
High yield bonds offer a comfortable drive for now but expect more difficult terrain later in 2025.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
Michelle Dunstan explores the trajectory of responsible investing, the integration of ESG data, and the evolving landscape of AI regulation and DEI initiatives.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.