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Sizing AI’s environmental footprint


Viktoras Kulionis puts AI’s thirst for power into context. To some environmental commentators, AI is the real-world equivalent of Erysichthon, the mythical Greek king who was cursed with a destructive and insatiable hunger.

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Climbing the value chain: why emerging market stocks are not what they used to be


The developing world's progress along the global value chain could strengthen the case for emerging market stocks.

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Emerging markets: no longer afraid of oil price


High oil prices no longer spell disaster for emerging markets. Their impact is counterbalanced by booming tech industries, stronger fundamentals and lessened reliance on the dollar.

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Secular Outlook 2026: Our 10-year investment outlook


Understand the key trends shaping returns across equities, fixed income, currencies and alternatives.

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AI's next frontier


AI is moving into the physical world, helping to turn humanoids, self-driving cars and other robotic applications from science fiction to reality.

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Equity rally to roll on as stagflation risks recede


With inflationary pressures likely to abate as the US and Iran make progress towards a peace agreement that would stabilise oil markets, equities should build on their recent gains.

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