INSIGHTS

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Learn about the large cap value team’s philosophy, the importance of research and why there has never been more value in value.

How is AI transforming the robotics industry?

How could the US capitalize on a sovereign wealth fund?

Can data center infrastructure keep up with AI demand?

With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.

Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

Can corporate America influence policy effectively under Trump 2.0?

From tradition to innovation: how will the defense industry adapt to the 21st-century battlefield?

Discover a seasoned investor’s perspective on the state of small-cap investing.

CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in a volatile world.

We explore the growth potential for European utilities.

Could quantum computing transform our approach to solving complex problems?

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

Is AI stirring the pot within the food-service industry?

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

The multi-asset solutions team provides an assessment of the macro landscape.

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

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

New trends and technology innovations are expanding the opportunity set.

We describe the enduring appeal of high-quality companies with reliable dividends.

How has the magnified risk of data incidents affected the cyber insurance industry?

We explore the key emerging ESG-related themes for 2025.

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

We discuss how a balanced approach can help navigate market uncertainty in 2025.

Uncovering opportunities for global dividend-focused strategies.

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

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.

Cyclical and secular forces continue to support longer runways of growth for select commodities.

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

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

Should investors be “digging” uranium?

Could large-cap value stocks provide a port in the storm?

Is demand for drones taking flight?

Are streaming services a game changer for sports broadcasting?

Place your bets on the emerging online gambling industry.

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

We investigate the opportunities around the next phase of dynamic pricing.

Can prediction markets forecast an election outcome?

Discover how value investing can bring balance to a portfolio without sacrificing performance.

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

Could small-cap and IPO markets be poised for a comeback?

Could wearable technology interpret brain signals to improve everyday life?

As AI heats up markets, what is cooling down data centers?

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.

What does the future hold for the oil industry?

Changing investor sentiment is putting money in motion.

What’s next for US trade policy in the new term?

Take a deep dive into the investment implications of microplastics.

We discuss the benefits of implementing a tactical asset allocation overlay with derivatives.

Is a record series of legal claims on the horizon for companies that use forever chemicals?

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

Could wastewater be a viable source of renewable energy?

Can US presidents undo regulatory action taken by their predecessors?

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

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

Unlocking opportunities: Are small and SMID caps primed for market leadership?

Could an alternative currency topple the US dollar’s supremacy?

Three findings from a recent research trip to Japan.

Who is Generation Z and how are they influencing the market?

Biofuels are helping to drive the energy transition.

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

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

We look at how the power of proximity is bringing the world to your fingertips.

How humans and machines can thrive together in a new market regime.

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

Can artificial intelligence read your mind?

Could edible insects become a staple of the Western diet?

Could electric vehicles cost more over the long haul?

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

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

Will virtual visits to the doctor go viral?

The appeal for a manufacturing renaissance crosses party lines.

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

What could a new presidential administration mean for US trade policy?

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.

Now may the time to diversify beyond mega-cap technology stocks.

After decades of global dominance, is the US dollar under siege?

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

Modernizing parental leave could help drive a more gender-balanced economy.

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

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

Unlock the secrets of the Federal Reserve’s decision-making process in our latest Double Take episode.

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

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

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

Discover how one company is swarming the food industry with a six-legged new ingredient.

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.

News flash! Is the future bright for the media business?

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

The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?