Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
Jim Cielinski, Global Head of Fixed Income, discusses the positive shift in two long-term credit cycle indicators.
Where we see the most compelling equities opportunities across sectors in 2024.