CAPITAL IDEAS^SM

Equity

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
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?
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
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
China

What I learned on a trip through China

Winnie Kwan
Equity

5 trends driving the future of biotech

Laura Nelson Carney
Equity

Investing in a cloud-powered world
Equity

Above the cloud: investment opportunities across the value chain
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Finance & Banking

The future of the financial sector: The analyst view
Active Management

2021 Midyear Outlook: Turning points on the road to recovery
Equity

Big Tech stocks: How to gauge regulatory risk

Tracy Li
Equity

Why active investing is the way to go for Japanese equities

Christophe P. Braun
China

China: moving from world’s factory to high-tech innovator
Equity

Time to rethink value versus growth

Nisha Thakrar
Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

Chris Thomsen
Equity

A look into the future of investing in Asia
Equity

The strengthening case for investing in Asia

Julie Dickson
Emerging Markets

India could be poised for a promising future
Equity

Will India be the next high-growth emerging market?
Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole
Europe

Europe’s global leaders offer some attractive opportunities

Martyn Hole
Emerging Markets

5 reasons why EM equities could power ahead in 2021
Europe

Introducing the European Opportunities strategy

Michael Cohen
Global

2021 Outlook Presentation

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