After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
Insights
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Denny Fish discusses how innovative products aimed at delivering efficiencies across the global economy position the tech sector to compound earnings growth over a multi-year horizon.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Michelle Dunstan explores the trajectory of responsible investing, the integration of ESG data, and the evolving landscape of AI regulation and DEI initiatives.
As shifting politics collides with economic realities, what might this mean for fixed income? We focus the telescope on prospects for the new year.