CAPITAL IDEAS^TM

Equity

Equity

Electric vehicles in the fast lane: Who wins this race?
Equity

Emerging markets: Positive signs even as China slows
Equity

Where next for equity valuations? The AI effect

Beth Beckett
Equity

Leaning into uncertainty – Time to reconsider equity markets?
Equity

Japan: Will reforms further unlock stock valuations?
Long-Term Investing

Five investing mistakes to avoid
United Kingdom

UK equities: value opportunity or value trap?
Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes
India

Will India be the breakout emerging market this decade?
World Markets Review

World markets review —Second quarter 2023
Japan

Japan outlook: The road to sustainable wage growth

Anne Vandenabeele
outlook

2023 Midyear Outlook report
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?
World Markets Review

Markets rally despite bank scare: Q1 roundup
Market Volatility

Financial cycles peaking: expect distress ahead?

Jens Sondergaard
Equity

Taking a new perspective on global investing, for 50 years
Utilities

Three talking points on European utilities: short-term uncertainty versus long-term opportunity

Bobby Chada
Markets & Economy

10 investment themes for 2023
Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson
Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace
Equity

China: What could drive its markets in 2023
World Markets Review

World markets review - Fourth quarter 2022
Dividends

Dividend growers: The secret sauce of sustainable growth
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Technology & Innovation

5 things to know about the future of semiconductors

Shailesh Jaitly
Health Care

Investing in the fight against a worsening obesity epidemic
Dividends

Dividends: Building resilience in a new market reality
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Health Care

Is there a cure for weakness in Chinese health care stocks?
Dividends

Dividends: a strategy for all seasons

Nisha Thakrar
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar
Equity

Why research is critical when it comes to China investing

Andrew Lee
Japan

Uniquely Japan: Navigating Asia's largest advanced economy
ESG

Monitoring corporates against third-party ESG data providers
Active Management

2022 Midyear Outlook report

Rob Lovelace
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Outlook

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

European economy growing despite headwinds
Equity

New Perspective strategy: navigating volatile markets
China

How to think about investing in China today
Market Volatility

Q&A: Investing amid geopolitical uncertainty
ESG

Running dry: How water risk can threaten a company’s bottom line
Japan

Kishidanomics: Propelling Japan towards the digital future

Christophe P. Braun
China

How demographic challenges are shaping the China investment

Andrew Lee