Is an end to deflation in China in sight?
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
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Insights 1776
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Graph
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Podcast
Tailwinds for emerging markets include the weak dollar and AI spending
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
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Article
Thinking about tariffs and global tail risks
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25
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Video
How to choose an exchange-traded fund?
To help investors find their way among the wealth of exchange-traded funds, watch our video and discover which factors to…
03/11/25
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Graph
Graph of the Week US earnings prospects brightened over Q3
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25
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Podcast
What to expect at the COP30 climate summit?
Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit…
30/10/25
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Podcast
Talking Heads What are the megatrends in global equities?
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going…
29/10/25
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Article
The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
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Article
Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
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White paper
Artificial Intelligence: not a bubble... yet
Discover the insights behind the hype. In their new paper Artificial intelligence: not a bubble…yet, Portfolio Managers Pamela Hegarty and…
27/10/25