CAPITAL IDEAS^SM

Global equities

Market Volatility

Views on the collapse of SVB Financial
Global Equities

Multinational companies can thrive in tough times
U.S. Equities

3 views on the future of growth investing
Energy

5 trends driving energy markets in 2023
Trade

Reshoring supply chains: What does it mean for investors?
Equity

China: What could drive its markets in 2023
Global Equities

Four trends could power an industrial renaissance
Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Market Volatility

When will the bear market end?
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Trade

Supply chain shifts signal reglobalisation
Aerospace

Air travel is taking off again
Interest Rates

Is the era of easy money coming to an end?
Dividends

Rotating into dividends in an inflationary world
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
Technology & Innovation

3 ways the cloud can change our future

Andy Budden
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Equity

Investing in a cloud-powered world
China

China's economy risks a sharp slowdown in growth

Stephen Green
Equity

Above the cloud: investment opportunities across the value chain
Technology & Innovation

Beyond the FAANGs: Tech savvy companies in non-tech sectors
Equity

Time to rethink value versus growth

Nisha Thakrar
Equity

Time to rethink value versus growth

Nisha Thakrar
Global Equities

Semiconductors could be the new oil – here’s why
Long Term Investing

The World in 2030: 10 predictions for long-term investors

Rob Lovelace
Global Equities

The aviation industry: Five reasons for resilience

Todd Saligman
Global

COVID and beyond: navigating the markets
Global Equities

Beyond Tesla: Electric cars shift into the fast lane
Global Equities

'New defensive' investments in three charts
Long-Term Investing

The world in 2030: Investing for the next decade
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Global Equities

2021 Outlook: Turning points on the road to recovery
Multi-Asset

Emerging market investing: Allocation to the fastest-growing markets
Technology & Innovation

Five technology trends to watch in a post-COVID world
Global Equities

'New defensive' investments in three charts
Emerging Markets

Emerging market equity investing and the role of geographical boundaries EAAU
Markets & Economy

Is the dollar’s stumble a sign of things to come?
Global Equities

Which companies are faring well in the COVID era?

Jody Jonsson
Retail

The necessity of luxury: What makes this industry so resilient?
Global Equities

The new era of reglobalisation

Steve Smith
Global Equities

Navigating a new landscape for dividends
Global Equities

Weathering the storm: investing in global champions