John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
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 can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.