global equities

We explore the growth potential for European utilities.

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

We debate the most out-of-consensus viewpoints for 2025.

We believe a renewed emphasis on infrastructure should provide investment tailwinds.

We consider the outlook for global equities.

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

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?

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.

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

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

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.

Three findings from a recent research trip to Japan.

How are news outlets evolving with the ever-changing media industry?

How are companies unearthing critical minerals in the depths of the ocean?

As geopolitical tensions become a focal point, what should investors consider when investing in China?

We believe listed infrastructure could be a compelling option for investors seeking alternative investments.

Our conviction remains high as emerging technology and innovation transform the industry.

Discover the catalysts that are creating significant tailwinds for US utilities.

How do women in the workplace positively affect the bottom line?

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

We explore the investment implications of a decoupling between China and the West.

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

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

Could advancements in gene sequencing technology accelerate scientific breakthroughs and provide attractive investment opportunities for years to come?

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

Is the era of content overload, with streamers trying to be all things to all people, winding down?

We explore the renewed interest in analogue goods and services in the post-pandemic world.

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

We investigate the geopolitical and economic implications of rare-earth elements.

The next step in advanced air mobility is arriving soon.

How will looming big tech regulations change the way online platforms operate?

How is the US Food and Drug Administration fast-tracking genetic medicines?

Augmenting real data opens up a world of possibilities.

Some potential risks can be managed, but difficult questions remain.

The industry takes on the challenge.

We examine the value of taking a gender-lens approach to economic and investment decision-making.

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

We imagine the farm of the future and the dining table of tomorrow.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

We examine the environmental implications of the ever-expanding digital world.

We provide our thoughts on the latest Consumer Electronics Show conference.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We explore potentially life-saving advanced driver assistance system technology.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

We discuss our 2023 outlook.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

We explore the effects of the current macroeconomic environment on the IPO market.