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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Economic infrastructure update Q1 2025
Insights
Economic infrastructure update Q1 2025

Read more about the key achievements across our portfolio companies in the first quarter of 2025

7 min Read
Future Minerals: why utility and scarcity make a winning union
Insights
Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’.

4 min Read
Future Minerals: From underground to building blocks of tomorrow
Insights
Future Minerals: From underground to building blocks of tomorrow

Future minerals are critical to the green transition. Even though demand is forecast to snowball there are serious constraints on supply. Here’s why investors should take notice.

4 min Read
What Trump’s trade war means for EM local currency bonds
Insights
What Trump’s trade war means for EM local currency bonds

Kieran Curtis considers the outlook for emerging market local currency bonds amid the US-led global trade war.

3 min Read
Emerging markets income equity: confidence and recovery in Asia
Insights
Emerging markets income equity: confidence and recovery in Asia

Matt Williams, Senior Investment Director on the Global Emerging Markets desk, reports back on some long-term positives for the region.

4 min Read
100 days later: are all countries emerging markets now?
Insights
100 days later: are all countries emerging markets now?

In the latest episode of the Emerging Market Equities podcast, Nick talks with Bob to discuss Trump's first 100 days in office.

28 min Listen
Global real estate market outlook Q2 2025
Insights
Global real estate market outlook Q2 2025

Geopolitics and macro uncertainties are the largest risks to our forecasts. We discuss our outlook for Q2.

17 min Read
Asia-Pacific real estate market outlook Q2 2025
Insights
Asia-Pacific real estate market outlook Q2 2025

Resilient fundamentals and investor demand keep Japan and Korea at the forefront of APAC real estate opportunities.

10 min Read
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Global Macro Research

So was the trade war all just a fever dream?
Global Macro Research
So was the trade war all just a fever dream?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

32 min Listen
The Monthly Macro Outlook Video - May 2025
Global Macro Research
The Monthly Macro Outlook Video - May 2025

How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.

6 min Watch
China’s green investment ‘bubble’ isn’t about to burst
Global Macro Research
China’s green investment ‘bubble’ isn’t about to burst

The green investment surge continues to support growth, more than offsetting the drag from the beleaguered property sector. This pivot is essential to meet global climate targets. But it is also adding to geopolitical tensions, and there are looming headwinds from EV consolidation and excess battery capacity.

1 min Read
The end of US exceptionalism?
Global Macro Research
The end of US exceptionalism?

In our latest podcast, Paul Diggle and Luke Bartholomew consider whether US exceptionalism is over.

30 min Listen
Carney wins Canadian election amid tariff turmoil
Global Macro Research
Carney wins Canadian election amid tariff turmoil

US tariffs have significantly impacted the Canadian election held on Monday. The Liberal Party, led by Prime Minister Mark Carney, won over Pierre Poilievre’s Conservatives. But, despite the victory, the policy agenda will be constrained by the impacts of tariffs and a possible Canadian recession.

1 min Read
China: waiting for the shock
Global Macro Research
China: waiting for the shock

The latest economic data give President Xi little reason to back down. That said, as the impact of the trade war becomes visible on both sides of the Pacific, we expect China and the US to come to the negotiating table.

1 min Read
Tariffs: our latest analysis
Global Macro Research
Tariffs: our latest analysis

Read our current thinking on tariffs here.

1 min Read
Tariff uncertainty dominates
Global Macro Research
Tariff uncertainty dominates

We forecast a meaningful slowdown in global growth caused by the sharp increase in US tariffs on the rest of the world. In the US, this will play out as a stagflationary shock, although some monetary easing is still likely. For the rest of the world, this is a negative growth and inflation shock, into which central banks will cut rates.

1 min Read
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