Strong performance from Japanese larger companies is setting the scene for small and mid-cap stocks to shine given their potential for relatively higher growth.
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.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.