Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
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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 investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
What impact is US government spending is having on European building materials firms? Tom O'Hara explores.
Following decades of economic stagnation in Japan, the region's stocks are finally attracting investor attention again.
Three stocks that exemplify the benefits of a multidisciplinary approach to investing.
Just how significant could a breakthrough in obesity treatment be, in terms of European equity markets?
The low valuations in the stock markets of some Asian countries have led companies to become more shareholder friendly, which can create better opportunities for income investors.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
NVIDIA’s latest earnings announcement and the factors supporting more sustainable returns for the company.