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
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
Our Head of Global Equity Income shares insights on market trends, highlighting a cautiously optimistic outlook for the year ahead.
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
The emerging markets debt hard currency team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.