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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
Video
5 min
Rapid fire questions with Schuyler Reece on EM debt
In this edition of “Rapid fire questions,” fixed income portfolio manager Schuyler Reece shares his read on the evolving macro backdrop amid the Middle East conflict, why he remains constructive on emerging markets debt, and where he sees the most compelling opportunities and risks across hard currency, local debt and EM currencies.
5 min
Video
2027-06-30
Article
18 min
Quarterly Market Review — 1Q2026
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-04-30
Article
18 min
Monthly Market Review — March 2026
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-04-30
Article
6 min
Approach AI with an open mind
Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.
6 min
Article
2027-05-31
Article
4 min
Iran ceasefire – risk deferred, not removed
The US and Iran have announced a two-week ceasefire. While this reduces immediate tail risk, Geopolitical Strategist Thomas Mucha cautions against mistaking it for a resolution. What should investors be watching now?
By
4 min
Article
2027-05-31
Article
12 min
One battle after another: Time to reset expectations?
How might the historic energy shock impact portfolio decisions in the coming months? We offer our take on the implications for equities, bonds, and commodities.
12 min
Article
2027-05-01
Article
6 min
Europe and the Iran conflict: 4 critical considerations for investors
Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek explore how the conflict in the Middle East may alter the outlook for Europe and outline potential implications for European fixed income and equities.
6 min
Article
2027-04-13
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
Article
6 min
Taking stock of the energy shock: 9 macro and market insights
Macro Strategist Juhi Dhawan looks at the potential effects of the war in the Middle East on economic growth, inflation, policy, and corporate profits.
6 min
Article
2027-03-31
Article
4 min
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
By
4 min
Article
2027-03-25
Article
4 min
Investment implications of the conflict in the Middle East
Geopolitical Strategist Thomas Mucha discusses the strategic complexities of the Middle East conflict, underscoring the importance of active management and diversification in investment portfolios.
By
4 min
Article
2027-05-01
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