insights.

all
clear all
Are markets already too expensive?
Multi-assetAll roads
Multi-assetAll roads

Are markets already too expensive?

Markets have been buoyed by the Fed and China’s stimulus. Are they pricing in too much good news? Simply put offers compelling insights.  
Semigods: winners in the US vs China tech race
Multi-asset

Semigods: winners in the US vs China tech race

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

Unstoppable solar: powering the energy transition
TNZ equities

Unstoppable solar: powering the energy transition

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

Fitter, happier, more productive with generative artificial intelligence?
Equities

Fitter, happier, more productive with generative artificial intelligence?

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 
Rethinking adversity to seize opportunity
Corporate

Rethinking adversity to seize opportunity

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. 
Is the US dollar too expensive?
Multi-assetInstitutional
Multi-assetInstitutionalMulti-assetWholesaleAll roads

Is the US dollar too expensive?

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

As rates fall, is the diversifying power of bonds rising?
Multi-assetInstitutional
Multi-assetInstitutionalMulti-assetWholesaleAll roads

As rates fall, is the diversifying power of bonds rising?

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.

Where next for US real interest rates?
Multi-assetInstitutional
Multi-assetInstitutionalMulti-assetWholesaleAll roads

Where next for US real interest rates?

This third anniversary issue of Simply put considers the outlook for real interest rates – and asks if multi-asset investors should rethink bond exposures.

...