Fly on the wall

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.

We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.

We explore the renewed interest in analogue goods and services in the post-pandemic world.

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

We outline the main areas of development needed to better understand biodiversity as it relates to investments.

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

We explore how trend-following strategies can be implemented and optimised for investors.

The industry appears ready for an upswing.

We assess the key geopolitical trends, and what they mean for the inflationary environment and broader investment landscape.

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?

We explain why banks have a pivotal role to play in phasing out coal.

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

How investor stewardship on biodiversity can deliver real-world outcomes, and the importance of action by policymakers and sovereigns.

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

What is biochar, and how could it help in addressing carbon emissions?

Prime Minister Kishida’s ‘three arrows’ of wage inflation, investment cycle and corporate governance reform are reshaping Japan.

Amid price instability, heightened geopolitical risks and volatility, investment opportunities remain.

We investigate the geopolitical and economic implications of rare-earth elements.

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

The next step in advanced air mobility is arriving soon.

How will looming big tech regulations change the way online platforms operate?

How is the US Food and Drug Administration fast-tracking genetic medicines?

Augmenting real data opens up a world of possibilities.

Although the economic outlook is uncertain, there are opportunities for Asian income investors.