Insights

Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions
Politics

Quick take: Austerity deferred in the UK

Robert Lind
Market Volatility

“Courage! We have been here before”
Fed

The Fed’s big question: how high is high enough?
Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson
ESG

Investors look for more innovation in ESG solutions
Equity

Can non-U.S. equities overcome a strong U.S. dollar?
ESG

Clean hydrogen: Opportunities beyond the hype
Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller
Equity

World markets review - Third quarter 2022
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Inflation

Is high inflation the ultimate pandemic distortion?
Market Volatility

When will the bear market end?
Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar
Election

Can U.S. midterm elections move the market? 5 charts to watch
Market Volatility

Recession watch: lessons from history and key economic indicators
Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin
Health Care

4 reasons health care could lead the next bull market
United States

Is the US already in a recession?
ESG

Monitoring corporates against third-party ESG data providers
Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Outlook

Bond outlook: What to know as Fed fears hit markets
Outlook

Outlook for equities: Time to pursue all-weather investing
Market Volatility

Contained EM inflation and higher real yields suggest relative value in local markets

Kirstie Spence
ESG

Pandemic, war and climate change sharpen focus on ESG

Jessica Ground
Aerospace

Air travel is taking off again
Global Equities

When volatility is rising, boring is beautiful
Interest Rates

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

Rotating into dividends in an inflationary world
ESG

Decarbonisation of the aviation industry

Cheryl Wilson
China

My investment lessons from 40 years in China

Steve Watson
ESG

Running dry: How water risk can threaten a company’s bottom line
Markets & Economy

Is the spike in commodity prices sustainable?
Market Volatility

Why we think the Fed is still behind the curve
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
Technology & Innovation

The future of media: Game on!
Market Volatility

How to handle market declines
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks
China

How demographic challenges are shaping the China investment story

Andrew Lee
Market Volatility

Is there opportunity in this stock market volatility?
Currencies

The pros and cons of Bitcoin
Europe

Outlook for European equities: modest returns and volatility expected in 2022

Robert Lind
United States

U.S. Outlook: Expect solid growth, stubborn inflation
ESG

Measuring the value of human capital
Risk

Investors reveal their top ESG roadblocks

Jessica Ground
Technology & Innovation

3 ways the cloud can change our future

Andy Budden
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Inflation

US Inflation: Transitory or troublesome?
Equity

Investing in a cloud-powered world
Monetary Policy

The long unwinding road: Our take on Federal Reserve tapering and U.S. inflation
Demographics & Culture

Will the pandemic threaten the future of big U.S. cities?
Technology & Innovation

Beyond the FAANGs: Tech savvy companies in non-tech sectors
Technology & Innovation

5 predictions for the future of US media

Nathan Meyer
Dividends

Dividend growth: The special sauce of long-term investing

Joyce Gordon
Global Equities

5 investment lessons from the pandemic era

Steve Watson
Technology & Innovation

Big Tech stocks: How to gauge regulatory risk

Tracy Li
Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive

Kirstie Spence
United States

U.S. economy is set to boom, zoom and consume
Health Care

Medical miracle: Health care innovation saves the world
Currencies

How to talk to clients about Bitcoin
U.S. Equities

A veteran PM’s view on the pandemic’s long term impact

Martin Romo
Global Equities

The aviation industry: Five reasons for resilience

Todd Saligman
Technology & Innovation

These 3 laws drive innovation and investment opportunity
ESG

Our ESG philosophy is built on a legacy of research

Rob Lovelace
ESG

We engage with companies to seek better long-term outcomes

Matt Lanstone
Bonds

Rising US rates: Untangling the Fed vs. market debate
Equity

A look into the future of investing in Asia
Markets & Economy

The coming M&A wave: 5 key questions answered
Global Equities

Beyond Tesla: Electric cars shift into the fast lane
Emerging Markets

India could be poised for a promising future
Long-Term Investing

The world in 2030: Investing for the next decade
U.S. Equities

Has big tech become too big?
U.S. Equities

How pent-up demand could fuel U.S. market recovery
Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind
Election

Washington watch: Priorities emerge under new leadership
Japan

Japan outlook: new leadership but it’s the same stock pickers’ market

Akira Horiguchi
Brexit

Brexit deal builds new barriers to UK-EU trade

Robert Lind
Global Equities

2021 Outlook: Turning points on the road to recovery
United States

U.S. outlook: The future is here, and it’s digital
Technology & Innovation

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

'New defensive' investments in three charts
Election

What the U.S. election means for investors
Global Equities

Which companies are faring well in the COVID era?

Jody Jonsson
Retail

The necessity of luxury: What makes this industry so resilient?
United States

Recovery watch: When will growth return?
Election

Election uncertainty looks uncreasingly certain
Health Care

Glimpses of 2030: Health care innovation accelerates
Politics

U.S. political change: Sweeping or incremental?

Jared Franz
Election

How elections move markets in 5 charts
Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington
Equity

Quality Growth: Resilient businesses in a low-rate world
Bonds

U.S. Corporate defaults have tripled: What you need to know
Long-Term Investing

10 investment themes for the next 10 years
Election

Election watch: What the U.S. race means for investors
China

China: 3 views on what’s next for its economy and stocks
Market Volatility

The Night Watch sheds daylight on market disruptions
U.S. Equities

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson
Bonds

Mid-year Outlook: lower for longer...still
Japan

Mid-year Outlook: The silver lining in Japanese equities
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind
Market Volatility

Mid-year Outlook: From recession to recovery
U.S. Equities

U.S. Mid-year Outlook: From recession to recovery
Markets & Economy

The outlook for U.S. credit in a recessionary economy

Damien McCann
Technology & Innovation

5G: Hype or real investable opportunities?

Andy Budden
Market Volatility

Guide to market recoveries
Retirement Income

Refocus on retirement: 5 tips to help investors in the current environment

Philip May

Long-term investing

ESG

Investors look for more innovation in ESG solutions
ESG

Clean hydrogen: Opportunities beyond the hype
Market Volatility

Braving bear markets: 5 lessons from seasoned investors

ESG

Global equities

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?

Fixed Income

Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive

Kirstie Spence
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Global Equities

2021 Outlook: Turning points on the road to recovery

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