Can European equities grow in 2026, fuelled by reforms, improved trade conditions, and a broadening macroeconomic rebound?
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.
Andy Acker and Dan Lyons explain why low valuations and improving fundamentals could help the healthcare sector stand out in 2026.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
In his 2026 outlook, Jeremiah Buckley discusses how AI infrastructure spending and productivity gains could help support continued economic and earnings growth.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
China aims to focus on high-quality, innovation-led development to drive economic growth.
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
NVIDIA assuages investor concerns around the AI bubble.
Can good leadership redefine the potential for smaller companies in Europe's evolving political landscape?
How does the tech sector benefit from exceptional leadership to navigate an era of heightened macro and economic uncertainty?