CAPITAL IDEAS^TM

Equity

ESG

Monitoring corporates against third-party ESG data providers

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

Japan

Mid-year Outlook: The silver lining in Japanese equities

Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

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