CAPITAL IDEAS^TM

US equities

U.S. Equities

How to talk to clients about Bitcoin

Equity

Webinar: Five keys to investing in 2025

U.S. Equities

Three views on where to invest under Trump 2.0

Market Volatility

Should investors be nervous about the stock market?

U.S. Equities

Beyond Consensus: Economic Perspectives for 2025

Equity

Rob Lovelace on what could drive markets in 2025

Rob Lovelace

Election

Trump’s victory signals major policy shifts ahead

Asset Allocation

Have investors missed the rally in stocks and bonds?

Equity

Multinational companies can thrive in tough times

Equity

Welcome to the Benjamin Button economy

Jared Franz

Interest Rates

Fed insights webinar: Post-meeting analysis and market impact

U.S. Equities

Has stock market concentration reached a tipping point?

U.S. Equities

Three investment ideas from second quarter earnings

Market Volatility

Five views on tumbling markets

Global Equities

The future of global equities

Election

US election watch: A November to remember

Artificial Intelligence

AI fever: Has it gotten too hot?

Chris Buchbinder

Global Equities

Stock market outlook: Three themes for a broadening market

Dividends

Meta shifts the narrative on dividends in the world of Big Tech

Long-Term Investing

What’s right with the world?

Equity

Small-cap stocks: 7 opportunities to watch in 2024

Long-Term Investing

5 keys to investing in 2024

Outlook

Stock market outlook: Time for diversification

Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin

Market Volatility

Guide to recessions: Nine things you need to know

Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox

Long-Term Investing

Five investing mistakes to avoid

Market Volatility

US economy hit by rolling recession

Artificial Intelligence

AI and the new tech megacycle

Market Volatility

Guide to stock market recoveries

Global Equities

Stock market outlook: Broader opportunities emerge

Finance & Banking

Commercial real estate: The next shoe to drop for the banking sector?

Bonds

Debt ceiling showdown: Should investors worry?

Market Volatility

What the SVB collapse means for investors

Market Volatility

Views on the collapse of SVB Financial

U.S. Equities

3 views on the future of growth investing

Global Equities

Four trends could power an industrial renaissance

U.S. Equities

U.S. markets outlook for 2023

Fed

The Fed’s big question: how high is high enough?

Market Volatility

Braving bear markets: 5 lessons from seasoned investors

Market Volatility

When will the bear market end?

Election

Can U.S. midterm elections move the market? 5 charts to watch

Aerospace

Air travel is taking off again

Interest Rates

Is the era of easy money coming to an end?

Market Volatility

Is there opportunity in this stock market volatility?

Global Equities

Rob Lovelace on the year ahead

Rob Lovelace

Important information

This website is for Institutional Investors in Australia only.

If you are an Individual Investor click here, if you are an Financial Intermediary click here. Should you be looking for information for another location, please click here.

By clicking, you acknowledge that you have fully understood and accepted the Legal and Regulatory Information.

Select your location

Who are you ?

Who are you ?

CAPABILITIES & STRATEGIES

INVESTMENT CAPABILITIES

FOCUS STRATEGIES

OUR APPROACH

RESOURCES

INSIGHTS

CAPITAL IDEAS

INVESTMENT THEMES

ABOUT US

OUR COMPANY

MORE ABOUT US

US equities

CAPABILITIES & STRATEGIES

INVESTMENT CAPABILITIES

FOCUS STRATEGIES

OUR APPROACH

RESOURCES

INSIGHTS

CAPITAL IDEAS

INVESTMENT THEMES​

ABOUT US

OUR COMPANY

MORE ABOUT US

US equities

INVESTMENT THEMES