Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
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 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.
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.
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.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Richard Brown provides an update on Europe’s latest earnings season and looks ahead at the key investment themes that are likely to shape European markets in 2024.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.