Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
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.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
The Emerging Markets Debt Hard Currency Team see tailwinds for the asset class even amid an outlook of global uncertainty.
The dominant themes, opportunities, and risks we expect will shape the technology sector in 2024 and beyond.