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.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
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.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
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.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.