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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The increasing use of AI has positive implications for the semiconductor sector.
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
Amid a period of higher rates and inflation, European equities could exceed expectations.
Importance of avoided emissions and the implications for investors.
The future of the tobacco industry and the implications for European investors.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.