insights

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

Teaser text.

Teaser text – Three findings from a recent research trip to China.

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.

A combination of cyclical and structural factors drives our more constructive outlook.

We explore the investment implications of a decoupling between China and the West.

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

After two difficult years, we explain why we believe the prospects for bond investors are improving.

We explore Asian income opportunities.

Our thoughts on falling inflation and the outlook for UK equities.

We discuss the outlook for income stocks.

Could advancements in gene sequencing technology accelerate scientific breakthroughs and provide attractive investment opportunities for years to come?

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

We summarise some of the most important issues discussed at the PRI in Person conference in Japan.

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

We assess the multi-pot model and consider the potential benefits of income-focused strategies.

Is the era of content overload, with streamers trying to be all things to all people, winding down?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.