After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Insights
Investors need a new playbook for a period of potentially significant geopolitical and economic change
As we step into 2026, global markets are entering a new era where geopolitics and policy priorities increasingly overshadow traditional market forces. Jay Sivapalan, Head of Australian Fixed Interest shares the investment outlook for 2026 and explores the opportunities for investors.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
Where are markets headed in 2026? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning? Register now for our Market GPS investment outlook webcast to hear our asset class heads share insights on key considerations for navigating markets and investing for a brighter future.
Portfolio Manager Aaron Scully explores three key macro themes: AI adoption, stimulus driving economic momentum, and rising risks in private credit.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Private credit is expanding rapidly – and asset-backed finance (ABF) is leading its next phase. In 2026, we believe the winners will be defined by transparency, data precision, and disciplined execution.