Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Tennis is a sport of precision, agility, and strategic thinking. When investors aim to build a thematic investment, a strategic and thorough approach in terms of portfolio construction is key to success. Thematic investing presents equity investors with the unique opportunity to gain exposure to forces that are rapidly reshaping the global economy, with technology,
Growing share buybacks support the modernisation of Japanese corporates.
Reviewing the potential impact of tariffs on US inflation from multiple angles.
Listed REITs can offer lower volatility and better earnings visibility versus broader equities.
How AI and accelerating technology adoption is disrupting sports.
Ali Dibadj, CEO, spoke with Richard Clode and Agustin Mohedas about AI’s potential to unlock opportunities in trillion-dollar markets.
How this year's Wimbledon championships are embracing AI.
A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Our experts explore how the integration of financially-material ESG factors is essential for mining companies.
Companies may be staying private longer, but that doesn’t diminish opportunities to capture early-stage growth in the small-cap universe.
