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Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains...
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios
H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.
Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
Higher yields offer attractive income potential and a greater cushion against volatility, creating opportunities for active investors.
Unified Global Alternatives - Hedge Funds Second Quarter 2025
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
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