Key investment themes
As US dollar dominance ends, currencies may drive returns
A decade ago, we predicted that the US dollar would achieve far greater value and that the US would attract more investment. That’s exactly what happened. Now, we see the US dollar as having peaked.
Bonds are back again: Where to find potential fixed income opportunities now
There are new opportunities to diversify bond portfolios, add to duration, diversify risk and earn potentially higher yields.
A sequence of potential equity opportunities
A highly concentrated US tech rally this year masks the value still present in global equities following the 2022 bear market. Economic and profits growth should bottom in the next few quarters, likely presenting an opportunity to diversify portfolios into non-US shares, profitable small firms, and still-depressed growth stocks.
Unstoppable Trends are changing the world
Investors should not disengage from long-term growth opportunities and evolving risks because of immediate market conditions. Explore these trends in more detail below.
