Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
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.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
Are higher interest rates opening the door to stock selection again in 2024?
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
Alison Porter highlights the importance of navigating the return of the cost of capital and hype surrounding AI in her 2024 outlook.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.