Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
In his 2025 outlook, Greg Wilensky outlines the most likely scenarios for the U.S. economy and the potential implications for major asset classes.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
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.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.