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.
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
Is ESG dead? Far from it – but misconceptions abound.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.