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A look at the what, why, how, and when in the US small-cap space and what's to come in 2025.
A look into the world of exchange-traded funds and their own unique standalone structure, which holds securities on behalf of the fund’s investors.
A look at the eight key factors we believe should support investment-grade bonds in 2025.
Why we believe investing in healthcare – with an aging demographic and rapidly evolving landscape – can provide long-term tailwinds.
India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? We think not.
From attractive valuations to compelling risk-adjusted returns, a look at why investors might consider moving from cash into fixed income.
In our latest podcast, we discuss how infrastructure investments can help to achieve optimal outcomes for society.
A look at why some investors are increasingly turning to emerging markets beyond China, seeking more control and a closer alignment with global economic trends.
Hosts Paul and Luke provide their thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates, and geopolitics?
A look at how the balance of forces acting on interest rates, known as r*, shapes the future of the global economy and investment landscape.
In the latest episode, hosts Paul and Luke examine what role and influence Elon Musk will have on the Trump administration.
As we inch closer to the end of 2024, we examine the five macroeconomic themes we project for 2025.
A look at how President-elect Donald Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.
Amid rising government debt and the possible return of the bond vigilante, hosts Paul Diggle and Luke Bartholomew provide their insights and perspectives on debt sustainability and markets.
A look at why the return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.
A look at why Chinese policymakers' focus on shoring up local government balance sheets may leave markets disappointed in their expectations for significant fiscal stimulus.