themes

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

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

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

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

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.

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.

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

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

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

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

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?

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

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

The industry appears ready for an upswing.

What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?

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.

The industry takes on the challenge.

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-labour law targeting China is affecting US supply chains.

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

Could we see further financial casualties this year?

We work with companies to better understand their exposure to physical risks.

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 explore potentially life-saving advanced driver assistance system technology.

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

We discuss the outlook for equity income investing.

Assessing the UK’s monetary and fiscal predicament.

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

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

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

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

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

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

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

With a good degree of recovery priced in, we discuss the outlook for UK equities.

We assess the impact of rising bond yields on the UK equity market.

We discuss the outlook for UK equities.

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.

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

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.

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.

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

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

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

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

As tariffs are hiked again, where does the US-China trade war go from here?

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

How the property market continues to dominate the cyclical ups and downs of China’s economy.