Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
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.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Robert Schramm-Fuchs explores the outlook for European equities, highlighting earnings momentum, attractive valuations, market rotation, and key stock selection opportunities.
Why China offers a compelling broader AI investment case.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.