sector research

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

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

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

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

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

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

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

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

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

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

We imagine the farm of the future and the dining table of tomorrow.

Could we see further financial casualties this year?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

Why the financial industry has a key role to play in supporting and enhancing biodiversity

We examine the environmental implications of the ever-expanding digital world.

We provide our thoughts on the latest Consumer Electronics Show conference.

How a focus on innovation and technology could help drive food sector returns in 2023.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

We investigate how investing in climate adaptation could help protect our planet’s future.

We examine the future of commercial real estate and its implications for employers and employees alike.

ESG ratings play an important role in asset management, but we believe their application needs to be better…

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We explore potentially life-saving advanced driver assistance system technology.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

We discuss our 2023 outlook.

We discuss the uncertain outlook facing the global economy and financial markets.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

We discuss the outlook for equity income investing.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Assessing the UK’s monetary and fiscal predicament.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

With tight supply and growing demand, we discuss the outlook for copper.

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

We discuss opportunities in UK technology stocks.

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

We assess the near and mid-term implications of central-bank and government policy for bond markets.

We assess the implications of the UK Budget for bond markets and the wider economy.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.

We discuss the outlook for the precious metal.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

We discuss the pandemic’s lasting legacy on the energy sector.