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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?

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

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 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.

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

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

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

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

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

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?

Are streaming services a game changer for sports broadcasting?

Place your bets on the emerging online gambling industry.

Can prediction markets forecast an election outcome?

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

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?

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

Changing investor sentiment is putting money in motion.

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?

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

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

Could edible insects become a staple of the Western diet?

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

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

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

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?

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

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

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

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

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

What is biochar, and how could it help in addressing carbon emissions?

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

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

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

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

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

What does the future hold for sourcing the rare earths required to promote electrification across the global economy?

What are potential use cases for edge generative artificial intelligence (AI) and language models?

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

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

Why the financial industry has a key role to play in supporting and enhancing biodiversity

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

How a focus on innovation and technology could help drive food sector returns in 2023.

We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…

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

We investigate how investing in climate adaptation could help protect our planet’s future.

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 could scalable technology help mitigate the impacts of climate change?

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

Why should we be concerned about investing in climate crisis adaption today?

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.

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

We discuss our 2023 outlook.

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

We discuss the outlook for equity income investing.

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

What are the barriers to safe autonomous driving?

We discuss promising relative-value scenarios.

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

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

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

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

As the US legal landscape evolves, we explore the many opportunities and unique challenges of selling marijuana products.

How is the US cannabis industry faring during volatile times? We discuss in our latest Double Take episode.

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

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

We share our key learnings from a recent visit to a vertical farm.

A decoupling of US and China technology ecosystems presents opportunities.

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

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

A perspective on the nature of drawdown as an inevitable element of long-term investing.

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

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

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.

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

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

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

How do Russia's latest demands over Ukraine impact future European security?

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

With tight supply and growing demand, we discuss the outlook for copper.

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We examine the longer-term impact of the virus on the health-care sector.

We analyze how the global health-care sector is faring in the face of the global pandemic.