The current attractive relative valuation opportunity and merits of residential REITs.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
How do you construct an absolute return strategy to stand the test of time?
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.