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A new economic era, geopolitical divergence and the transformative potential of generative AI all suggest a very different future ahead and the need for a radical rethink.
This short video reel captures highlights from our recent 2024 EMEA Investment Forum where our experts and prominent guest speaker tackled this new reality head on and discussed how best to maintain an investment edge amid constant change. As well as analysing the broader investment implications of these future trends, our experts delved deeper into specific asset classes to assess the opportunities and risks this new economic era brings.
Discover more about the Forum discussions and speakers by clicking on the link below.
Please refer to this important disclosure for more information.
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Insights Posts
Article
5 min
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
5 min
Article
2026-12-31
Article
14 min
The rising tide of AI: How it could lift US productivity, growth, and profits
From an economic and market standpoint, a lot is riding on the future of artificial intelligence. Macro Strategist Juhi Dhawan sees plenty of reasons for excitement but also a need for patience along the way.
14 min
Article
2026-12-31
Article
16 min
Are hedge funds the missing ingredient?
Inflation, volatility, and valuations — they all raise questions about portfolio diversification and resilience. Multi-Asset Strategists Nanette Abuhoff Jacobson and Adam Berger explain why multi-strategy and equity long/short hedge funds could provide the answers. They offer insights on adding allocations to a traditional portfolio mix and a recipe for manager selection.
16 min
Article
2026-12-31
Article
18 min
Monthly Market Review — October 2025
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2026-11-20
Video
3 min
Rapid Fire Questions with Ross Dilkes
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.
3 min
Video
2026-11-29
Article
8 min
Investing in 2026: prepare for inflationary growth
Macro Strategists John Butler and Eoin O'Callaghan share their annual macro outlook and discuss likely implications for markets and investors. They outline four potential scenarios graded by level of probability.
8 min
Article
2026-11-15
Article
4 min
Is all that glitters still gold?
Gold has delivered impressive gains thus far in 2025, but what does that say about market risks and the recent strong returns of stocks? Multi-Asset Strategist Nanette Abuhoff Jacobson offers her take on the precious metal and the case for diversification in today’s market.
4 min
Article
2026-11-30
Article
3 min
Questioning US credit quality
Fixed income strategist Amar Reganti examines questions surrounding US creditworthiness.
By
3 min
Article
2026-11-30
Infographic
2 min
Chart in Focus: Is the Fed rate cut positive for risk?
In this edition of Chart in Focus, we examine how the Fed’s long-awaited interest rate cut may influence risk assets.
2 min
Infographic
2026-10-30
Article
5 min
Chart in Focus: Three reasons to keep the faith in US credit quality
Our fixed income experts highlight the resilience of US institutional credibility.
5 min
Article
2026-12-01
Article
5 min
What’s the Fed got to do with it? The impact of rate cuts on CLO equity
Our CLO experts discuss the implications of Fed rate cuts on CLO equity, emphasizing its potential to maintain income amidst rate sensitivity challenges in other credit assets.
5 min
Article
2026-10-31
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Monthly Market Review — October 2025
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