After more than a decade of lackluster returns, European equities have started to build a record of outperformance – with potentially more room to go.
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.
Rapid advancements in AI platforms and integration into business models are resulting in demand for deployed capacity, margin gains, and monetization.
With the 'Made in Italy' label under scrutiny, luxury brands are enhancing efforts on supply chain due diligence and transparency.
Once a broad measure of mid-cap growth, the index is now narrower and more volatile.
The tech sector today has significantly evolved from the dotcom era.
New developments around pharmaceutical tariffs and U.S. drug pricing reform suggest the hit to the biopharma industry may, over time, be less than feared.
Portfolio Manager Indriatti Van Hien believes that despite geopolitical tensions and fiscal uncertainties, stabilising capital flows and easing inflationary pressures offer a promising outlook for UK equities.
Portfolio Manager Ollie Beckett explores how European small caps could be poised to emerge from the shadow of their large cap counterparts as Germany seeks to lead Europe’s economic resurgence.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.