What will U.S. action and the presidential change in Venezuela mean for investors?
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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.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
Attractive yield and fundamental diversification makes emerging markets hard currency debt a compelling opportunity for 2026.
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.
Sydney’s office market is facing muted future supply and a flight-to-quality.
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.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.