Follow the thread. Find the opportunities.
Our research experts uncover growth potential in trends like weight-loss drugs and AI.
What would you like to do today?
Responsible investment
Responsible investing is a fundamental. We integrate ESG considerations into our fundamental approach to investment research and stewardship.
Investment approach
We invest to make a difference to your world, and the wider world we invest in.Â
Filter insights
18 February 2025
Equity
Europe’s year of two halves, while the US walks an inflation tightrope
Europe’s year of two halves, while the US walks an inflation tightrope
Europe’s H1 margins will be under pressure, but the headwinds should blow through.
17 February 2025
Fixed income
EMEA Investment grade examined - H1 2025
EMEA Investment grade examined - H1 2025
As inflation cooled, central banks transitioned from rate rises to a rate cutting cycle, monetary policies loosened and growth gradually slowed. Where do we see things going from here?
17 February 2025
Multi-Asset
Multi Asset
Will the US push Europe and the UK into Recession?
Will the US push Europe and the UK into Recession?
US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.
Filter insights on this page
Capabilities
Media type
Themes
Regions
