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Article
Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
Article
2029-09-25
Article
6 min
AI capex and the new credit cycle
Fixed Income Portfolio Managers Alyssa Irving and Liz Kleinerman, and Head of Investment Grade Private Credit Emeka Onukwugha explore the emergence of an AI investment cycle in credit markets.
6 min
Article
2027-10-05
Article
5 min
Follow the money: 3 ways wealth is reshaping economic and investment outcomes
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
5 min
Article
2027-08-31
Article
4 min
AI’s Magnificent 7: What to understand about the ecosystem of artificial intelligence
Investing in AI is not as simple as picking winners and avoiding losers. Here's a better way to think about this fast-changing landscape.
4 min
Article
2027-08-31
Article
6 min
Disrupting the disruptors: China’s challenge to US AI
Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.
6 min
Article
2027-08-31
Article
5 min
2026 midyear geopolitical update: What “structural competition” means for investors
Our expert explores how structural geopolitical competition is reshaping markets, raising risk premiums, and creating long-term investment implications across defense, energy, technology, supply chains, sovereign credibility, and portfolio resilience.
5 min
Article
2027-07-12
Article
5 min
3 reasons to believe in Chinese equities
Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.
5 min
Article
2027-03-31
Article
4 min
Twilight zone: how to interpret today’s uncertain macro picture
Macro Strategist John Butler and Investment Director Marco Giordano explore how to interpret today’s uncertain macroeconomic picture and its key implications.
4 min
Article
2026-09-30
Article
6 min
(Re)emerging markets: 10 reasons for optimism
Our experts identify 10 reasons why now may be the time for investors to reconsider emerging markets.
6 min
Article
2026-09-01
Article
4 min
China’s changing: Why you should be watching
Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.
4 min
Article
2026-08-31
Article
5 min
Still opportunities in European equities? Positioning is key
Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.
5 min
Article
2026-07-31
Article
4 min
The power of positive and pragmatic thinking
While markets have a lot to worry about, from government policy to geopolitics, Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at the world from another angle: What could go right? She offers five reasons for positive thinking and considers the investment implications.
4 min
Article
2026-06-30
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