European economic recovery: Separating cyclical from structural weakness
Uncover the challenges and opportunities shaping Europe's economic future.
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US election 2024: EMEA investor guide
The 2024 US election race is well underway and has already delivered a number of unprecedented surprises. Our regularly updated election insights provide investors with the information they need as the election story evolves ahead of 5 November.
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Market Commentary
UK equity market: A value opportunity, not a value trap
Explore the UK equity market's potential for recovery. Learn how shifts in corporate behaviour, supportive policies and an economic upswing can help drive demand for UK stocks.
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What can sustain the latest Chinese equity rally?
This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.
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Budget choices and challenges facing the new UK chancellor
Explore the fiscal challenges and tough choices facing the UK's new chancellor, Rachel Reeves, as she prepares her first budget.
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The US Labour Market: Cooling, but not collapsing
Understand why the US labour market is cooling and what it means for the economy.
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Does a slowing US economy challenge current earnings forecasts?
Explore our article on whether a slowing US economy challenges expectations for corporate earnings.
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French elections 2024: What to expect when France votes for a new National Assembly
Read our latest On the Minds of Investors article to understand what the outcome of the French National Assembly elections could mean for investors.
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The UK general election: Will all change mean no change?
We explore what the UK election means for the economy and markets.
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Japan is changing – opportunities and risks for equity investors
Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities
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Implications of Middle East tensions for the global economy and markets
We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.
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Does AI have the power to enhance our health?
Well-positioned investors could take advantage of the new era unfolding in healthcare transformation.
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European stocks deserve more attention
Europe has made structural improvements and we think investors should sit up and take notice.
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Opportunities in US stocks extend beyond the magnificent seven
We look at why we think investors should look to diversify their exposure to the magnificent seven US stocks.
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China economy: stay patient for policy catalyst
This paper, written by Tilmann Galler and Chaoping Zhu, discusses the recent Chinese economic data releases and the investment implications.
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China’s bumpy road to recovery
This paper, written by Chaoping Zhu, Marcella Chow and Tilmann Galler, discusses the outlook of China and policy implications.
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Understanding small cap valuations
Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.
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Sustainability and portfolio returns
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
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India’s appeal to investors
This paper, written by Tai Hui and Tilmann Galler, discusses the outlook for India equities and the investment implications.
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Green bonds: Is doing good compatible with doing well in fixed income?
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
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A new supercycle – the clean tech transition and implications for global commodities
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
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