Content (311)
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White papers2026 Investment Outlook
Our latest Outlook report offers actionable insights into global markets
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White papersThe future of health care: Medtech’s innovation hotspots
Chronic disease is on the rise and populations are ageing. Innovative medical technology (medtech) that helps address some of the resulting challenges to health and well-being offers significant growth potential.
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White papersFive themes for EM debt in 2026: a year of greater divergence
Looking into 2026, we see five themes driving our outlook for emerging market debt.
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White papersEconomic outlook: Less uncertainty, healthy growth
If 2025 was the year that tariff-induced uncertainty upended the outlook for the global economy, 2026 could be the year that things come back into focus.
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White papersMacro brief: Ten talking points on Japan for 2026 and beyond
The October election of Japan’s first female prime minister promises to bring greater dynamism to society. All eyes are now on Sanae Takaichi’s focus on more expansionary fiscal and monetary policies.
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White papersInvestors reveal their top ESG investment themes and more
At a time of macroeconomic and geopolitical uncertainty, our fifth annual ESG Global Study finds that most investors remain committed to considering ESG issues in the investment process.
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White papersAhead of the Curve: Economic convergence and what it could mean for bond investors
This year has seen huge shifts in the macroeconomic and geopolitical landscape. Principles such as free trade, globalisation and central bank independence that have underpinned the global economy for decades are being challenged. Despite this, credit spreads are at all-time tight levels and equity markets at historic highs.
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White papersMade in America is making a comeback
“Made in America” has been a government policy, a political slogan and a marketing strategy throughout US history. Going as far back as the Revolutionary War, the Homespun Movement encouraged colonists to make their own blankets and clothing in symbolic resistance to British economic control.
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White papersThree investment opportunities in a fragmented world
The world is undergoing significant structural change defined by rising geopolitical conflicts, trade barriers and a more fragmented global landscape. As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing.
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White papersThe Great Global Restructuring
How AI, trade, the US debt and dollar outlook are reshaping the investment landscape.
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White papersBeyond mixed signals - A focus on Income
Although earnings growth may be slowing, corporate balance sheets remain in good shape, with generally low levels of debt. Over the past several years, these healthy fundamentals have translated into higher average levels of quality and fewer defaults within the investment-grade corporate, high-yield and securitised credit sectors.
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White papersRethinking equity allocation from a global perspective
Due to the relatively high level of volatility associated with holding equities, it is hard to escape their gravitational pull on total portfolio risk and return.
