After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
What impact is US government spending is having on European building materials firms? Tom O'Hara explores.
Following decades of economic stagnation in Japan, the region's stocks are finally attracting investor attention again.
Three stocks that exemplify the benefits of a multidisciplinary approach to investing.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
Where we see the most compelling equities opportunities across sectors in 2024.