U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
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.
Key considerations for Japanese equity investors following the election of new LDP head, Sanae Takaichi.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
Following French Prime Minister François Bayrou’s loss of a confidence vote, Robert-Schramm Fuchs explores the implications for investors and explains why he remains positive on Europe.
How corporate efficiency is supporting profitability and earnings growth.
How falling construction starts could pave the way for inventory relief and market stabilization.
NVIDIA is reaffirming its dominant position in the AI infrastructure space.