The tech sector today has significantly evolved from the dotcom era.
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.
New developments around pharmaceutical tariffs and U.S. drug pricing reform suggest the hit to the biopharma industry may, over time, be less than feared.
Portfolio Manager Indriatti Van Hien believes that despite geopolitical tensions and fiscal uncertainties, stabilising capital flows and easing inflationary pressures offer a promising outlook for UK equities.
Portfolio Manager Ollie Beckett explores how European small caps could be poised to emerge from the shadow of their large cap counterparts as Germany seeks to lead Europe’s economic resurgence.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
How might investors position themselves to capitalise on the growth of the humanoid robots revolution?
Reasons for a constructive outlook for European REITs.
Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
AI integration and regional dynamics offer a fresh perspective for global small caps.