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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.
While the Iran War broadened the range of outcomes across asset classes, the fate of markets now arguably hinges on how the Fed calibrates monetary policy.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
How can corporate governance determine whether European small caps become hidden champions or underperformers?
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Wide dispersion in 2026 is creating a strong backdrop for selective global small cap investing.