Insights
Bringing together experts from across our research and investment teams
Macroeconomics
Read our latest views on global macroeconomic events.
Macroeconomic Research
U.S. 2024 presidential election: The potential global impact
- by David Page, ,
- 27 September 2024 (15 min read)
Macroeconomics
The perfect storm - Deglobalization's headwinds
- by Olivier Blanchard
- 16 August 2024 (5 min read)
Macroeconomics
U.S. 2024 presidential election preview: Trump faces new adversary
- by David Page
- 14 August 2024 (7 min read)
Asset Class Views
Read our latest thinking on asset classes.
Sustainability
We believe sustainable investing is key to long-term financial returns.
Environmental
Leading the charge: Surge in U.S. data center growth is powering renewable energy investment opportunities
- by Tom Atkinson
- 27 September 2024 (5 min read)
Environmental
Driving impact: Why the US represents a hive of opportunity for sustainable investors
- by
- 07 May 2024 (5 min read)
Sustainability
Latin America’s minerals: An opportunity for investors amid the global energy transition
- by
- 29 March 2024 (5 min read)
