How is AI transforming the robotics industry?

Could quantum computing transform our approach to solving complex problems?

Is artificial intelligence stirring the pot within the food-service industry?

Can Europe fast track its economy and leave competitors in the dust?

Food for thought: what are the economic implications of UPFs?

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

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

How are investor relations teams evolving to adapt to today’s changing markets?

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

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

With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.

We analyse how potentially higher-for-longer inflation could influence markets over the coming months.

With the start of 2024 characterised by a synchronised growth narrative, we assess the investment opportunities and risks.

As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?

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

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

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

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

After two difficult years, we explain why we believe the prospects for bond investors are improving.

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

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

Could we see further financial casualties this year?

We examine the future of commercial real estate and its implications for employers and employees alike.

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

How far can the bond rally go?

Explore how commercial real estate can build from pandemic lows as offices reopen.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

What are the barriers to safe autonomous driving?

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

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

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

Why deglobalisation and supply shortages are leading to greater government intervention.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.