A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
In his 2023 investment outlook, Doug Rao discusses pursuing durable US growth in a market that remains in flux.
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
The titan arum only flowers occasionally, but when it does, the results are impressive; high quality bonds could be set for a similar display in 2023.
John Bennett explains why 2023 might be an opportune time to get into European equities.
In their 2023 outlook, Seth Meyer and John Lloyd look at the historical impact of an inverted yield curve on fixed income returns.
Why equity investors should look for companies with strong free cash flows and earnings visibility in the new year.