The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
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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.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The outlook for the US economy remains caught between a soft labour market, resilient consumption and some signs of a broader re-acceleration in surveys. However, analysis of the world’s biggest economy has been somewhat hampered by the lack of official data due to the US government shutdown that occurred in late 2025. Labour market weakness
After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.