The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
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.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
This aerospace firm supports the case for why fundamental research matters in investing.
Portfolio Manager Robert Schramm-Fuchs explains why fiscal and monetary easing measures globally could be positive for European equities.
A visit to a leader in robotic surgery, to find out more about their latest innovation and sustainability efforts.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
The factors driving momentum in small-cap equities and our view on what’s ahead.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.