CAPITAL IDEAS^TM

Global equities

Long-Term Investing

5 keys to investing in 2025

Equity

The new normal for equities in 2024

Japan

Revitalising an undervalued market: is Japan finally prioritising shareholders?

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

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

Trade

Supply chain shifts signal reglobalisation

Equity

New Perspective strategy: navigating volatile markets

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