James Vokins

Our investment teams explain why buoyant US consumer spending will have to weaken eventually. That could pose problems for debt-laden consumer-facing companies.

Richard Saldanha and Francois de Bruin give their thoughts on how and where investors can find resilience in challenging economic environments.

The managers of the AIMS Target Return strategy explain why the prospects for a range of asset classes suddenly look much brighter.

The US and China continue to trade blows as each side looks to limit the other’s access to vital products. With industrial policies also making a comeback, companies are having to navigate a rapidly changing business environment. We look at the key implications for investors.  

Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.

Clean energy technologies are set to drive growth in demand for critical minerals over the next two decades, throwing up a rich seam of investment opportunities – and challenges.

Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.

Dividends proved resilient in the first half of 2023. Richard Saldanha considers what the rest of the year might have in store for income investors.

The war in Ukraine and rising geopolitical tensions are prompting governments around the world to beef up defence spending. We explore the key investment implications.

Demand for fuel and raw materials is decimating the natural world, making extreme climate effects more likely. So, what might the world be like for people and investors as we go beyond planetary boundaries?

Network effects can boost a company’s growth and build durability – when combined with other strengths, argues Francois de Bruin.

Chris Murphy and James Balfour believe this is shaping up to be a much better year for UK income investors as the performance disparity between large and mid-cap stocks begins to unwind.

We take a visual approach to explain what’s happening with the US debt ceiling, LVMH and gold.

Cultured lab-grown meat and precision fermentation could significantly reduce the environmental impact of the food industry. But these technologies are at an early stage and questions remain around regulation and demand.

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.

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.