Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.

John Bennett, Director of European Equities, explains why 2023 might be the last chance to get into the asset class.

The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.

John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.

Although healthcare has lagged the equity market so far in 2023, the sector’s long-term outlook appears stronger than ever, say Portfolio Managers Andy Acker and Dan Lyons.

In this edition of our Global Perspectives podcast series, the Portfolio Construction and Strategy (PCS) Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team's Senior Portfolio Strategists, Lara Reinhard and Sabrina Geppert.

With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.

Hamish Chamberlayne and Aaron Scully on the Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.

Did you know more than $300 billion of business value is at risk globally if no action is taken to address water scarcity? There has been a distinct lack of analysis around the financial risks of water to make well informed investment decisions.

 

John Bennett, Director of European Equities, discusses to what extent his approach to Europe has evolved amid a changing environment.

Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.

Recent market consensus has been to de-risk amid a challenging market environment. But is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities? The Portfolio Construction and Strategy Team explain why now might be the time to be brave while others flee.

Charlotte Nisbet, Responsible Investment Analyst, discusses why deforestation can have a financially-material impact on companies and how engagement can lead to better long-term investment outcomes.

Forward, long leading economic indicators have morphed our expectations of an economic growth deceleration in H2 2022 into what now looks like a long and deep global recession into mid-2023 at a minimum. The outlook is one of the most ominous in our careers.

John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, discuss recent moves in bond yields and why they believe restrictive policy should lead to a pullback in yields from current highs.

Amarachi Seery and Harry Schmidt, Global Sustainable Equity analysts, introduce the team's fourth Annual Sustainability Report.

Looking ahead to the next six months, Richard Bernstein, Global Head of Macro & Customized Investing, explains why it may prove prudent not to follow the risk-taking herd.

Market change demands a change in investors’ strategies. David Elms, Head of the Diversified Alternatives team, considers the options that alternatives offer when more traditional diversification strategies end up looking the same.