global equities

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We explore the effects of the current macroeconomic environment on the IPO market.

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.

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

Investment risks are changing in Asia, and income opportunities are rising.

We examine the potential opportunities emerging as the performance of UK large and mid-cap stocks diverges.

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

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

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

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

We discuss the outlook for income stocks.

We discuss opportunities in UK technology stocks.

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.

We discuss the outlook for cyclical stocks.

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.

We assess the implications of Joe Biden’s US presidential election victory.

With the US election fast approaching, we assess the potential implications for markets.

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

As market turmoil continues, we consider the outlook for global equities

The UK may have officially left the European Union, but the real negotiations are yet to begin.

Disruptive innovation in health care could help us age more healthily

With less than two weeks to go, we examine the latest developments in the UK general election.

We assess the potential implications for Brexit, politics and markets ahead of the UK’s impending December election.

The UK Supreme Court’s ruling against Boris Johnson appears to have deepened Brexit divisions in Parliament.

Boris Johnson has embarked upon a radical but controversial Brexit strategy.

We assess the latest developments as the UK moves closer to the 31 October Brexit extension deadline.

The EU and UK finally agree on a Brexit extension until 31 October. What happens next?