A bird in the hand: why dividends matter
Dividends can potentially provide a valuable source of stability in periods of volatility, and may also be indicative of superior profitability. But the investment strategy matters – not all dividends are sustainable.
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside risks.
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change.
Spotlight on the world’s strongest brands: Coca-Cola
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. This time, we look at Coca-Cola.
Spotlight on the world’s strongest brands: Deutsche Telekom
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. This time we examine German telecoms giant Deutsche Telekom*.
Spotlight on the world’s strongest brands: TSMC
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. First up is chipmaker TSMC*.
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist.
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets?
Why diversification is key to a resilient portfolio
In the first of a series on overcoming equity market concentration risk, we consider alternatives to a traditional portfolio, and provide a practical guide to dealing with market volatility.
