Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
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.
Key considerations for property equities investors amid the current market turmoil.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
How are Trump’s tariffs changing market dynamics for European equities, as investors seek to navigate through post-tariff uncertainty?
Views on the implications of tariffs on Japanese companies.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?