CAPITAL IDEAS^SM

Global equities

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
Technology & Innovation

3 ways the cloud can change our future
Inflation

Pricing power can help companies fight inflation
Equity

Investing in a cloud-powered world
China

China's economy risks a sharp slowdown in growth
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
Global Equities

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

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

The aviation industry: Five reasons for resilience
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
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?
Retail

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

The new era of reglobalisation
Global Equities

Navigating a new landscape for dividends
Global Equities

Weathering the storm: investing in global champions