With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
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.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
The potential strategic pitfalls of sitting in cash.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.