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.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Innovative products aimed at delivering efficiencies across the global economy position the technology sector to compound earnings growth over a multi-year horizon.
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.
John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in 2025.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.