sector research

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.

Findings from a research trip to India

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.

Energy companies adjust their focus.

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.

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.

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

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

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

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

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.

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

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 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.

We discuss promising relative-value scenarios.

We assess the prospects for UK government bonds

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.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

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.

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.

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.

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.

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 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.

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

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

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…

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

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.

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.

How the pandemic and rescue packages are changing both corporate behavior 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 analyze how the global health-care sector is faring in the face of the global pandemic.

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

We analyze the impact of Covid-19 on global bond markets in anticipation of the next stage.

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

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

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?