Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
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.
What rising open model adoption could mean for infrastructure spending, hyperscalers, and AI labs.
Discover key insights from a robotics tour across Japan as Suney Hindocha explores physical AI, robotics innovation, sustainability opportunities, and the investment implications of increasing competition in one of the decade's most transformative technologies.
The next phase of the energy transition is creating compelling investment opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
US-China relations: Mutual dependence is keeping tensions in check
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
China’s biotech industry has evolved from a fast follower to a key source of global drug innovation.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
How to build a global equity porfolio fit for the next decade.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.