insights

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.

We consider the outlook for global equities.

We consider the broad investment implications of Donald Trump’s US election victory.

We assess the impact of the Budget on bond markets.

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

In this Q&A, Bhavin Shah outlines why uncertainty is set to continue and the implications for charity investors.

We assess the prospects for the UK economy and consider potential sources of UK equity income.

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

With several key trends set to reach an important climax in 2024, we consider the investment implications.