Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
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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.
In his outlook for 2024, Jeremiah Buckley examines key factors contributing to earnings growth expectations in U.S. large-cap equities.
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 dominant themes, opportunities, and risks we expect will shape the technology sector in 2024 and beyond.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
In his 2024 outlook, Ashwin Alankar believes a likely Goldilocks economic scenario will result in a favorable environment for financial markets.