insights.

The consensus view is that inflation is declining – yet our nowcasting indicators point to building inflationary pressures. In this context, key hedges like inflation-linked bonds and commodities seem undervalued, in our view.

The rate-cutting cycle has begun. Our Multi Asset team offers key takeaways in the three-year anniversary edition of quarterly Simply put.

Markets have been buoyed by the Fed and China’s stimulus. Are they pricing in too much good news? Simply put offers compelling insights.  

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.