sector research

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

Findings from a research trip to India.

Teaser. We explain why we are bullish on some investment trusts.

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

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?

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.

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.

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?

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

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

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

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

Could we see further financial casualties this year?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

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

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.

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

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

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.

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 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.

We discuss the uncertain outlook facing the global economy and financial markets.

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.

We discuss the outlook for equity income investing.

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

Assessing the UK’s monetary and fiscal predicament.

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.

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.

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.

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

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

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

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

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.

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 discuss the outlook for infrastructure amid rising inflation and increased demand for income.

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

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

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

We assess what the Fed’s latest monetary-policy signalling 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 discuss opportunities in UK technology stocks.

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

We assess the near and mid-term implications of central-bank and government policy for bond markets.

We assess the implications of the UK Budget for bond markets and the wider economy.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

We discuss the outlook for the precious metal.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

We discuss the pandemic’s lasting legacy on the energy sector.

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

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

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

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

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

We assess the impact of the Bank of England’s latest efforts to calm febrile markets.

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

We analyse the impact of the UK government’s financial rescue package on bond markets

Our ‘consumer power’ theme helps us navigate the disruptive forces facing retailers.

Disruptive innovation in health care could help us age more healthily

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

Spending money on health and wellness is gaining popularity. What opportunities does this present?

We consider the role of liquid real assets in a diversified portfolio.

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Major demographic shifts will have pronounced implications for economies and investors.

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?