A discussion on ChatGPT and the implications of its release on the tech sector.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.
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.
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
2023 could be a tale of two halves as the economic reality of recession sinks in. Where should investors look for opportunities?
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.
With its December statement, the Federal Reserve reminded markets that much work remains in returning inflation back toward its 2.0% target.