insights

We discuss the consensus ‘Trump trade’ and whether it will hold.

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 explore the outlook for emerging-market equities.

We consider the outlook for global equities.

We uncover the key takeaways from biodiversity COP16 and explore how nature can be connected to investments.

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

We assess the impact of the Budget on bond markets.

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?

Diversified relative-value alpha streams can provide attractive and scalable risk-adjusted return potential.

Is it time for investors to flip from private to publicly listed infrastructure?

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

We explore why conventional risk tools may have limited effectiveness in tackling sequencing risk in decumulation portfolios.

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

How should bond investors approach market conditions similar to those last seen in the 1970s?

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

Could recent litigation upend the traditional US residential real estate industry?

What are the implications of rebel attacks on Red Sea trade routes?

The perception that investing in Asia is solely a play on global macro and export growth should change.

We consider the impact of inflation on DC retirees and how plan sponsors and advisors could mitigate it.

Could edible insects become a staple of the Western diet?

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

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

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

Three findings from a recent research trip to Japan.