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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.
A look at five growth themes that remain in early stages with significant room for expansion.
After more than a decade of lackluster returns, European equities have started to build a record of outperformance – with potentially more room to go.
Rapid advancements in AI platforms and integration into business models are resulting in demand for deployed capacity, margin gains, and monetization.
Once a broad measure of mid-cap growth, the index is now narrower and more volatile.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
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.
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.
Reasons for a constructive outlook for European REITs.