A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Is there a simple route to adjust a portfolio’s exposure to interest rates and equity market gyrations in 2023? James de Bunsen 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.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Just how good an indicator of future performance are earnings predictions?
What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
Following a challenging year, Greg Wilensky believes U.S. core fixed income is poised for better risk-adjusted returns in 2023.
Jeremiah Buckley takes a look at the factors that he believes will differentiate successful businesses as we approach 2023.
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.