Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Insights
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
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.
Implications of AI adoption, stimulus driving economic momentum, and rising risks in private credit within sustainable equities investing.
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?