Latest insights
Insights
Ewan Thompson
Indian valuations: supported by strong growth
India's growth and fundamentals support its valuation premium
15 January 2025
Mark Hawtin
2025 Outlook: Risks are rising for Passive Investing – Why Active now
Mark Hawtin explains why he has never seen a market environment like this in his 40 years of investment in which passive investors have ridden the wave of innovation. Mark argues that we are reaching the peak of this trend and the case for active investing in 2025 is more compelling.
14 January 2025
John Husselbee
The active case for bonds in balanced portfolios
John Husselbee explains why fixed income will offer more opportunities for active investors over the next few years and why there is a still a positive role of 60/40 or balanced funds going forward
10 January 2025
Thomas Smith
Nearshoring continues to support outlook for Mexico
Thomas Smith of the Global Equities team demonstrates the development of nearshoring in Mexico
9 January 2025