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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Watch the conversation with Macro Strategist John Butler as he sets out a potential macro playbook for 2026 and discusses key implications for investors.
In our final ActiveViews webcast of the year, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 against a backdrop of resilient global economic growth but still sticky inflation and ongoing concerns about the US labour market. Key questions they address include:
- whether buoyant markets are right in assuming a continuation of today’s “goldilocks” scenario;
- why the US Federal Reserve’s near-term policy decisions warrant extreme scrutiny;
- what the current AI narrative may be overlooking; and
- why investors should watch policy developments in Japan.
This event replay qualifies for up to 30 minutes of continuing professional development (CPD) .
Stay up to date with the latest market insights and our point of view.
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Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
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2026-11-30
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The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
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3 min
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2026-12-31
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Broadening underway? 6 equity ideas for 2026
Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.
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7 min
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2026-12-31
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Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
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7 min
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2026-11-03
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Finding durable value amid shifting currents
Fixed Income Strategist Amar Reganti and Investment Director Marco Giordano explore how to approach bond investing in 2026. They see durable value for investors who can flexibly adjust to the shifting currents ahead.
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8 min
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2026-11-26
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Practical portfolio considerations for a new economic age
Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.
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5 min
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2026-12-31
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What does the new economic era mean for equities?
The twists and turns of 2025 have reinforced the sense that the global economy is undergoing a structural shift — towards higher inflation, more volatile business cycles and a potential gradual unwinding of decades-long globalisation. However, with flexibility and careful positioning, there are reasons to be positive about the outlook for global equities
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2026-11-30
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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.
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2026-11-15
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Rapid Fire Questions with Philip Brooks on Asian equities
In this edition of “Rapid Fire Questions,” Philip Brooks, investment director and equity strategist, answers key questions on Asian equities—exploring the structural drivers of the asset class, the traits of quality businesses, and the most compelling quality dividend opportunities today.
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2026-11-30
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Constructive, selective, resilient
Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.
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2026-11-30
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Monthly Market Review — October 2025
A monthly update on equity, fixed income, currency, and commodity markets.
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