CAPITAL IDEAS^TM

Equity

Japan

Mid-year Outlook: The silver lining in Japanese equities
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
China

How demographic challenges are shaping the China investment

Andrew Lee
Japan

Kishidanomics: Propelling Japan towards the digital future

Christophe P. Braun
ESG

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

Q&A: Investing amid geopolitical uncertainty
China

How to think about investing in China today
Outlook

European economy growing despite headwinds
Outlook

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

Rob Lovelace on all-weather investing

Rob Lovelace
Active Management

2022 Midyear Outlook report

Rob Lovelace
Japan

Uniquely Japan: Navigating Asia's largest advanced economy
Equity

Why research is critical when it comes to China investing

Andrew Lee
Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Health Care

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

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Dividends

Dividends: Building resilience in a new market reality
Health Care

Investing in the fight against a worsening obesity epidemic
Technology & Innovation

5 things to know about the future of semiconductors

Shailesh Jaitly
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Dividends

Dividend growers: The secret sauce of sustainable growth
World Markets Review

World markets review - Fourth quarter 2022
Equity

China: What could drive its markets in 2023
Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace
Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson
Markets & Economy

10 investment themes for 2023
Utilities

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

Bobby Chada
Equity

Taking a new perspective on global investing, for 50 years
Market Volatility

Financial cycles peaking: expect distress ahead?

Jens Sondergaard
World Markets Review

Markets rally despite bank scare: Q1 roundup
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?
outlook

2023 Midyear Outlook report
Japan

Japan outlook: The road to sustainable wage growth

Anne Vandenabeele
World Markets Review

World markets review —Second quarter 2023
India

Will India be the breakout emerging market this decade?
Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes
United Kingdom

UK equities: value opportunity or value trap?
ESG

Monitoring corporates against third-party ESG data providers
Long-Term Investing

Five investing mistakes to avoid
Equity

Japan: Will reforms further unlock stock valuations?
Equity

Leaning into uncertainty – Time to reconsider equity markets?
Equity

Where next for equity valuations? The AI effect

Beth Beckett
Equity

Emerging markets: Positive signs even as China slows
Japan

Revitalising an undervalued market: is Japan finally prioritising shareholders?
Equity

The new normal for equities in 2024

Winnie Kwan
Equity

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

Stock market outlook: Time for diversification
Outlook

Outlook 2024: Prepare for changes in the investing climate
Equity

Tomorrow’s innovation, today’s opportunities
Artificial Intelligence

Decoding the AI opportunity

Steven Smith
Equity

Small-cap stocks: 7 opportunities to watch in 2024
Health Care

Health care: a sector under the weather?
Equity

5 reasons why equities could defy the odds
Japan

Japan: Is the long shadow of the 1980s bubble finally behind us?
Dividends

Meta shifts the narrative on dividends in the world of Big Tech
Equity

Beyond China: exploring Asia's equity landscape
Global Equities

The future of global equities
Utilities

Three reasons utilities could be the next growth sector
Equity

Decarbonising data centres