Front of mind
Issues currently moving the markets
US elections and the outlook for the Inflation Reduction Act
What could happen with the US Inflation Reduction Act after this November’s US elections? Many investors wonder what a Trump…
Graph of the Week – Connecting the dots on US rates and growth
Forecasts by the US Federal Reserve (Fed) for inflation and growth are central to what markets expect the course of…
The big question
The Fed’s target for US core inflation at the end of 2024 is 2.4% What do you think it will be?
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Portfolio perspectives
Investment strategies and asset allocation
Talking Heads – US stocks: small is also beautiful
Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic...
Infrastructure debt – Financing a sustainable future
Private capital can be vital in meeting net zero emissions goals. This includes infrastructure debt which can be an attractive...
Quenching the semiconductor industry’s thirst
Innovative technologies are reducing the environmental impact of a water-intensive industry critical to the modern economy, writes Justin Winter, Senior...
The big topic
SUSTAINABILITY MATTERS
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Forward thinking
Trends shaping the future
2024, a crucial year for artificial intelligence
Artificial intelligence is a pivotal theme driving the digital transformation across all sectors of the global economy. As the technology...
More women on boards, but there’s work to do regionally
The number of women sitting on company boards of directors has continued to grow, underscoring the gradual progress being made...
Society’s challenges can be efficiently addressed through innovation including AI
Innovative private sector solutions will be important in addressing challenges such as ageing populations in a way that helps reduce...
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