insights.

An eventful Swiss National Bank meeting marked the end of Thomas Jordan’s reign and delivered a rate cut. Is further policy easing in store?

As generative artificial intelligence triggers a global technology-upgrade supercycle, how is the US-China semiconductor rivalry influencing the opportunity set?

Convention urges caution when geopolitical tensions intensify, but the US-China technology rivalry is reshaping where investment opportunities can be found.  

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 

For investors, what do geopolitical tensions, artificial intelligence and the net-zero transition have in common? The need to rethink, and to find opportunity in adversity. 

Can the US dollar remain a safe-haven currency? Simply put discusses whether a richening of the dollar could impact its diversification potential.

Lead Portfolio Manager Juan Mendoza outlines how to spot the future’s most valuable brands, as our World Brands strategy marks 15 years since launch

In a US economic slowdown, will bonds prove to be effective diversifiers? Simply put analyses the drivers of the end-of-cycle decline in rates.