At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
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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.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
Michelle Dunstan explores the trajectory of responsible investing, the integration of ESG data, and the evolving landscape of AI regulation and DEI initiatives.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.