Investment Outlook Equities: An improving landscape in the year ahead
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
Exchange-traded funds and commodities are a hotbed of innovation and an exciting way for investors to access capital markets. Read our insights on the latest news and developments in this fast moving area.
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
Discover the potential of equal weight strategies and how they could offer enhanced diversification.
The most popular way most investors gain exposure to commodities is through exchange-traded products. You can gain exposure to a single commodity’s price via an exchange-traded commodity (ETC) or to a basket of commodities, such as those represented by the BCOM Index, via an ETF.
Gold rose 4.2% in October, once again setting new records, despite the US Dollar and Treasury bond yields rising in the month, which would typically be headwinds to the yellow metal. The more powerful drivers were geopolitical, especially further escalation in the Middle East conflict and uncertainty ahead of the US Presidential election. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
European ETFs raised $68.6 billion in the third quarter, the strongest quarter ever recorded in the EMEA ETF industry in terms of net new assets and taking YTD NNA to $175.2 billion. A combination of robust flows and market performance gains of 7.1%, boosted AUM for the EMEA ETF industry by 10.5% during this quarter, up to $2.3 trillion.
As we enter the final quarter of the year, our experts look back at the ‘year of the bond market’ and share their thoughts on the outlook for Fixed Income assets going forward.
Bond markets rallied in September as the Federal reserve cut rates by 50 basis points for the first time this cycle, responding to mixed economic data and a softening labor market. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
The brief stock market correction in July highlighted how quickly market sentiment can change. Although economic fears have since eased, investors are still seeking optimal portfolio strategies. An equal weight version of the MSCI World Index could offer broad global equity exposure while reducing concentration risk compared to a standard market-cap-weighted approach. Read our latest article to find out more.
Find out how commodities performed in July, with insights into the key macro events and what we think you should be keeping an eye on in the near term with our latest commodities update.
Join Kathy Kriskey and Paul Syms as they discuss all things gold, including the biggest drivers of the gold price over the past 15 years and what the future might look like.
The reason many people invest is to grow their money, so they’ll have enough in the future to spend on some financial goal they have. But how do you do this? Find out more.
Bond ladders are portfolios of bonds with sequential maturity dates. As bonds reach maturity, the proceeds can be used to fund a specific expense, such as saving for a house or retirement, or reinvested into new bonds with longer maturities.
Cryptocurrencies have grown rapidly but are poorly understood. In this updated piece, we explore cryptocurrencies from their birth during the global financial crisis to today’s approx. $1.0 trillion market cap.
Explore the case for the Nasdaq-100 index and how its constituents are driving innovation across the global economy.