CAPITAL IDEAS^TM

Global equities

Global Equities

What Trump’s win could mean for banks, autos and luxury goods
Equity

The road ahead for equities
Global Equities

Five growth themes for the next five years
World Markets Review

Rate cuts fuel market rally: Q3 roundup
U.S. Equities

Has stock market concentration reached a tipping point?
Japan

Fundamentals strengthening in Japan but expect ongoing volatility amid ‘normalisation’

Christophe P. Braun
Global Equities

A confluence of change: how to thrive on generational shifts in the global economy
Long-Term Investing

Investing in companies at times of crisis
Market Volatility

Five views on tumbling markets
Utilities

Three reasons utilities could be the next growth sector
Emerging Markets

Emerging markets equities: What does the future hold?
Automotive

Can China continue its EV dominance?

Jason Zhang
Long-Term Investing

Midyear Outlook 2024: the new reality of investing
Global Equities

Stock market outlook: Three themes for a broadening market
Equity

5 reasons why equities could defy the odds
Health Care

Health care: a sector under the weather?
Long-Term Investing

What’s right with the world?
Equity

Small-cap stocks: 7 opportunities to watch in 2024
Long-Term Investing

Capital market assumptions: 2024
Global Equities

Rob Lovelace on what’s in store for 2024

Rob Lovelace
Long-Term Investing

5 keys to investing in 2024
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
Equity

Tomorrow’s innovation, today’s opportunities
Equity

The new normal for equities in 2024

Winnie Kwan
Equity

The changing face of trade: idea-driven companies come to the fore
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup
Equity

Leaning into uncertainty – Time to reconsider equity markets?
Equity

Japan: Will reforms further unlock stock valuations?
Long-Term Investing

Five investing mistakes to avoid
Artificial Intelligence

AI and the new tech megacycle
India

Will India be the breakout emerging market this decade?
Market Volatility

Views on the collapse of SVB Financial
U.S. Equities

3 views on the future of growth investing
Energy

5 trends driving energy markets in 2023
Trade

Reshoring supply chains: What does it mean for investors?
Equity

China: What could drive its markets in 2023
Global Equities

Four trends could power an industrial renaissance
Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Market Volatility

When will the bear market end?
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Trade

Supply chain shifts signal reglobalisation
Aerospace

Air travel is taking off again
Interest Rates

Is the era of easy money coming to an end?
Dividends

Rotating into dividends in an inflationary world
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Equity

Investing in a cloud-powered world
Market Volatility

Mid-year Outlook: From recession to recovery