NEWS & INSIGHTS

Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.

Asia’s AI and technology sectors may create income opportunities, while a focus on dividends and cash flow can help balance growth potential with concentration and valuation considerations.

The Bloomberg Global Aggregate Bond Index is one of the world’s most widely used benchmarks for global fixed income. With more than 30,000 securities from more than 3,100 issuers, it reflects the breadth and diversity of global bond markets across government, corporate, government-related and securitised debt.

Against a backdrop of rapid change across technology, geopolitics, and demographics, we share our perspectives on the forces shaping global markets today. For long-term investors navigating an increasingly complex world, five key lessons stand out.

AI investment enthusiasm is rising, but returns will vary widely. Long-term value is more likely where practical, commercially viable use cases are already beginning to emerge, says Walter Scott’s George Dent.

Semiconductor sector volatility remains high as investors weigh surging memory growth against questions over durability and valuation. Walter Scott’s Murdo MacLean breaks down what’s going on.

Walter Scott’s John Rae assesses outsourced drugs manufacturer Lonza’s role in the healthcare ecosystem.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.