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Insights By William Lockhart
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25 min
Emerging markets: cyclical recovery or secular opportunity?
In this ActiveViews webcast Portfolio Managers Bo Meunier and Gillian Edgeworth explore whether emerging markets are at a turning point.
25 min
Event replay
2027-05-27
Event replay
25 min
Global uncertainty and local consequences – a European perspective
In the first ActiveViews webcast of the year, host Will Lockhart and Macro Strategists Eoin O'Callaghan and Nick Wylenzek explore Europe’s trajectory in the face of escalating geopolitical tension and accelerating adoption of AI.
25 min
Event replay
2027-03-19
Event replay
25 min
Markets & the economy into 2026: scenarios to watch
In this ActiveViews webcast, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 and set out the key implications for investors.
25 min
Event replay
2026-12-11
Event replay
25 min
False signals? A macro investing playbook
Portfolio Manager Arancha Cano shares her insights on interpreting potentially conflicting and unreliable data signals as investors navigate an increasingly uncertain market environment.
25 min
Event replay
2026-09-25
Event replay
25 min
Where’s my safe haven? A global investor perspective on the tariff tantrum
Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.
25 min
Event replay
2026-05-31
Event replay
25 min
Beyond US exceptionalism: what’s next for equity markets?
Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.
25 min
Event replay
2026-02-28
Event replay
30 min
Unearthing the unseen in geopolitics
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
30 min
Event replay
2025-09-30
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Related Insights
Markets in 2025: asleep at the wheel or in the driving seat?
Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.
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