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.
European securitised is a deep, diverse and liquid market, but it is often poorly understood. Understanding how securitisation works and the potential advantages of the sub-asset classes is key for investors.
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.
Capturing yield, diversification, and growth from their fixed income allocations is a challenge facing investors. How does the emerging markets debt hard currency asset class stack up?
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.