Insights

The US technology sector may be synonymous with ‘Big Tech’, but we see underappreciated growth opportunities among smaller companies plugged into the digitalisation trend

Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications

Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification

Far-sighted policies are needed to address barriers to infrastructure investment and to unlock the capital to transform the region’s power system

While emerging markets corporates must navigate the uncertainty of tariffs, the heightened unpredictability and greater volatility creates more market dislocations, enhancing the potential for alpha generation.

Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource

We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies

Illuminating opportunities where societal trends and corporate culture align

Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market

We believe that consumer demand and litigation in the US will drive sustained adoption of innovative water treatment solutions, despite regulatory uncertainty

The Bank of England’s gilt sales have contributed to soaring UK government yields, exacerbating the country’s fiscal vulnerabilities

Tumbling costs of artificial intelligence models will broaden their application, driving demand for more efficient chip designs that maximise computational power

Loosening the fiscal ‘debt brake’ could unlock economic growth in Germany and support European risk assets

The onward march of clean technologies will continue, despite polarisation on climate issues, creating opportunities for rational investors who can see through the fog of political rhetoric

Strong corporate balance sheets and minimal downgrade penalties could encourage a leverage-fuelled M&A boom

Technological advances including new procedural methods and robotics are improving surgery and enabling healthcare systems to treat more patients

A reliable grid and advanced power management and cooling solutions are essential to meet the region’s growing demand for electricity

Spreads are tight, but we believe high yield markets are supported by favourable economic, market, structural and technical factors.

Looking into 2025, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.

Introducing a framework that governments, companies and investors can use to mobilise finance and increase climate resilience