sector research

Key (and sometimes surprising) findings from a recent trip to Vietnam.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

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.

We discuss the challenges of accounting for goodwill.

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.

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 discuss how investors assess and monitor acquisitions.

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.

The importance of (and challenges with) valuing intangibles.

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.

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

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…

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

We discuss how the pandemic has distorted standard valuation measures.

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

Making the case for revisiting companies’ cash flow statements.

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

We discuss the outlook for cyclical stocks.

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 examine how the pandemic might pave the way to a more sustainable future.

As cybersecurity threats continue to rise, ESG-focused investors should take note.

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

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

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

We assess the potential for a more sustainable recovery from the latest global crisis.

How the pandemic could help pave the way to a more sustainable future.

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

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

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

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

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

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

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.

What did our visit to an underground farm teach us about agricultural innovations?

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

We discuss the role of wind and solar power in a transition to a greener energy 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.

We discuss the new revenue recognition standards.

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?

Gold can be an enticing investment – but is it suitable for sustainable strategies?

Why you should look past the online outrage directed at the world’s most consumed vegetable oil.

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

The fashion industry is facing growing pressure to clean up its sustainability act.

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

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

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

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

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

How are external and internal factors likely to affect the global oil price over the coming months?

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

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Who takes home the lion’s share – record labels or streaming services?

Do electric vehicles spell the end for oil?

The growing sophistication and investment potential of the virtual reality experience

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

How technical innovation could help to address London’s decades-old air-pollution problem.

The structural growth story in global Chinese tourism could run for decades.

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

What a simple experiment with jelly can tell us about abundance and the consumer.