AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
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.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Demand for artificial intelligence (AI) compute is still running well ahead of supply despite recent capacity additions.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Liz Harrison, Fixed Interest Strategist – ESG, explores how the conflict is doing more than lifting oil prices: it is reshaping ESG through energy security, food inflation, health risks and national preparedness.
Some observers today have drawn parallels between the recent oil price surge spurring inflation and the oil shocks of the 1970s, but there are also stark similarities to the 1960s Guns & Butter period.