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Looking forward to a recovery with ‘green collar’ jobs

15 January 2021
A competitive tension is building between countries not wanting to get left behind in the drive to reach zero carbon emissions targets. In light of this 2021 promises to be a seminal year.

Global emerging markets: gaining momentum

6 January 2021
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year

A bizarre year of win-lose outcomes in Asia Pacific ex Japan

21 December 2020
Much of the region recovered quite quickly following the pandemic, while domestic China developments and the prospect of a new US administration mean 2021 could potentially deliver more win-win outcomes.

US equities: two major themes in a stabilising economy

15 December 2020
As we enter the recovery phase, the US equity team is working closely with our Fundamental Research team to analyse two major themes that will drive our sector positioning and stock picks over the coming months.

Article V (Video)

17 September 2020
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Article VI (Table)

16 September 2020
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Article IV (Podcast)

15 September 2020
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Article I (No Image)

14 September 2020
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Article II

23 July 2020
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.

Recession risks: Coronavirus + oil shock + what else?

20 March 2020
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
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