Solutions

Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.

What role could private assets play in UK defined-contribution pension schemes, where decision-makers are searching for returns and diversification? Heather Brown from our UK pensions team consults a panel of specialists.

Climate change, natural resource scarcity and social shifts are transforming the corporate landscape. Investors need to understand the implications of these sustainability megatrends to manage risks and seize opportunities.

Ben Sanderson explains why polarisation in real estate investment performance is only going to increase from here.

The release of ChatGPT has heralded an artificial intelligence boom. We assess the investment and ESG considerations.

Recent concerns over the banking sector seem to have eased, but have raised uncertainties around the availability of credit and the path of interest rates. Sunil Krishnan assesses the consequences for multi-asset investors.

After a slow start to the year, Darryl Murphy ponders what it will take to get the UK infrastructure market moving again.

Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.

Brent Finck and Sunita Kara consider the implications of a potential tightening of credit conditions on the global high-yield market and why a high-quality bias remains prudent for investors.

Volatility presents challenges and opportunities for investors. James Tarry and Luke Layfield discuss what’s next for real asset investors focused on the climate transition.

In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.

Higher interest rates may be reaching their peak. Steve Ryder and Daniel Bright from our sovereign debt team analyse what this means for the real economy and government bonds globally.

James Vokins and Chris Higham from our investment-grade credit team discuss opportunities and risks in a higher rates world.

Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.

We take a visual approach to explain what’s happening with banks.

When markets fall, equity investors should become more constructive on the prospects for future returns. However, as prices fall, intrinsic value may be influenced. Discerning which factors drive this could help investors capitalise and avoid getting caught in value traps.