How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
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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.
Portfolio Manager Robert Schramm-Fuchs explains why fiscal and monetary easing measures globally could be positive for European equities.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
The factors driving momentum in small-cap equities and our view on what’s ahead.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
After years of underperformance, non-U.S. equity markets look poised for better returns.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.