Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Insights
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After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.