Multi-Asset Investment Outlook 2026: Balancing at great heights
Our perspective on the global economy and financial markets, and on the investment themes likely to prove consequential in the months – and years – ahead
Real estate: an intrinsic ‘productive finance’ asset
Real estate: an intrinsic ‘productive finance’ asset
UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
Clear skies ahead: Japan’s structural renaissance
Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.
Clear skies ahead: Japan’s structural renaissance
Electric Vehicle transition: poised to move through the gears
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Electric Vehicle transition: poised to move through the gears
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Resilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.