With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
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.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Data’s transformative power can be both a source of earnings and a force for good
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
At the recent UK Investment Conference, Ali Dibadj, CEO, spoke with global equities portfolio manager, Julian McManus, about why now is such a good time to be an active investor.
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.