CAPITAL IDEAS^TM

Equity

Interest Rates

Where to invest as interest rates decline
Equity

The road ahead for equities
Equity

Four AI bottlenecks could bolster old-economy companies
Equity

Taking a broader look at Asia: the ASEAN opportunity
Equity

Welcome to the Benjamin Button economy

Jared Franz
Interest Rates

The Fed just cut interest rates. Now what?
Equity

Decarbonising data centres
Utilities

Three reasons utilities could be the next growth sector
Global Equities

The future of global equities
Equity

Beyond China: exploring Asia's equity landscape
Dividends

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

Monitoring corporates against third-party ESG data providers
Japan

Japan: Is the long shadow of the 1980s bubble finally behind us?
Equity

5 reasons why equities could defy the odds
Health Care

Health care: a sector under the weather?
Equity

Small-cap stocks: 7 opportunities to watch in 2024
Artificial Intelligence

Decoding the AI opportunity

Steven Smith
Equity

Tomorrow’s innovation, today’s opportunities
Outlook

Outlook 2024: Prepare for changes in the investing climate
Outlook

Stock market outlook: Time for diversification
Equity

The new normal for equities in 2024

Winnie Kwan
Equity

Electric vehicles in the fast lane: Who wins this race?
Japan

Revitalising an undervalued market: is Japan finally prioritising shareholders?
Equity

Emerging markets: Positive signs even as China slows
Equity

Where next for equity valuations? The AI effect

Beth Beckett
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
United Kingdom

UK equities: value opportunity or value trap?
Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes
India

Will India be the breakout emerging market this decade?
World Markets Review

World markets review —Second quarter 2023
Japan

Japan outlook: The road to sustainable wage growth

Anne Vandenabeele
outlook

2023 Midyear Outlook report
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?
World Markets Review

Markets rally despite bank scare: Q1 roundup
Market Volatility

Financial cycles peaking: expect distress ahead?

Jens Sondergaard
Equity

Taking a new perspective on global investing, for 50 years
Utilities

Three talking points on European utilities: short-term uncertainty versus long-term opportunity

Bobby Chada
Markets & Economy

10 investment themes for 2023
Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson
Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace
Equity

China: What could drive its markets in 2023
World Markets Review

World markets review - Fourth quarter 2022
Dividends

Dividend growers: The secret sauce of sustainable growth
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Technology & Innovation

5 things to know about the future of semiconductors

Shailesh Jaitly
Health Care

Investing in the fight against a worsening obesity epidemic
Dividends

Dividends: Building resilience in a new market reality
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Health Care

Is there a cure for weakness in Chinese health care stocks?
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar
Equity

Why research is critical when it comes to China investing

Andrew Lee
Japan

Uniquely Japan: Navigating Asia's largest advanced economy
Active Management

2022 Midyear Outlook report

Rob Lovelace
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Outlook

Outlook for equities: Time to pursue all-weather investing
Outlook

European economy growing despite headwinds
China

How to think about investing in China today
Market Volatility

Q&A: Investing amid geopolitical uncertainty
Japan

Kishidanomics: Propelling Japan towards the digital future

Christophe P. Braun
China

How demographic challenges are shaping the China investment

Andrew Lee
Equity

Investing in a cloud-powered world
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Equity

The strengthening case for investing in Asia

Julie Dickson