themes

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

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

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

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

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.

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?

How can we benefit from infusing elements of nature into our cities?

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.

Could a breakthrough in superconducting material bring to light electronic efficiency?

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

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

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

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

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?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

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

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

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

The industry appears ready for an upswing.

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.

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

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.

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

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

We investigate how a US forced-labor law targeting China is affecting US supply chains.

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

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.

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

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 analyze the prospects for bond markets in 2023.

We discuss the outlook for equity income investing.

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

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

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

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.

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

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

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We discuss the outlook for UK equities.

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.