As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
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.
Decarbonisation targets are easy to set, but credible transition plans are harder to deliver. Discover how investors can assess corporate climate strategies, identify genuine business transformation, and distinguish substantive action from well-presented ambition.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Explore how shifting sector dynamics, breakthrough medical innovations and the pharmaceutical patent cliff are reshaping healthcare investing. Andy Acker and Seth Meyer discuss the key opportunities active investors may be overlooking.
What rising open model adoption could mean for infrastructure spending, hyperscalers, and AI labs.
Exploring the differences within the riskier segment of high yield bonds.
Jessica Leoncini, Alex Veroude and Tom Ross examine how AI, quantitative analysis, market dispersion and public-private asset convergence are expanding fixed income opportunities and enhancing the value of active security selection.
Why the return of corporate pricing power provides further evidence that this inflationary regime change is already under way.
Why investors should view El Niño and La Niña as part of a wider climate system, with compounding effects on markets, sectors and portfolio risk.
Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
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.