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.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
Is ESG dead? Far from it – but misconceptions abound.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.