Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
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.
Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
Sydney’s office market is facing muted future supply and a flight-to-quality.
A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.
Scrubbing in to watch multiple pulse field ablation procedures, we learned about the benefits and risks of this exciting new treatment option for AFib patients.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.