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Our Thinking

Latest investment insights

Featured insights

Macro outlook 2026 annual outlook: Above and below the radar – understanding today’s markets
We invite you to learn more about our “Five themes for 2026,” in our latest GIC outlook.
Real estate 2026 Real Estate Outlook Navigating the real estate resurgence
Explore our 2026 outlook for detail into our six investment themes for 2026, which collectively offer investors a range of compelling opportunities across risk profiles and geographies.
Fixed income 2026 Fixed income outlook: Structural shifts create strategic opportunities
Explore forces driving market volatility: AI, trade shifts, fiscal deficits and labor trends. Learn investment strategies for navigating structural economic transformation and position portfolios for potential long-term growth.

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Contact us
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London
201 Bishopsgate, London, United Kingdom
Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved. 
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