After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
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.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
ECB June rate cut reflects solid progress towards target inflation.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
During a recent site visit in Birmingham, UK, Portfolio Manager Tal Lomnitzer discovers a world of sustainable biomaterial-based packaging.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
A research visit provides valuable insight into LA's real estate markets.
Assessing the market reactions following the previous two U.S. credit rating downgrades to provide perspective on the May 16 downgrade by Moody’s.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.