Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
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.
Following French Prime Minister François Bayrou’s loss of a confidence vote, Robert-Schramm Fuchs explores the implications for investors and explains why he remains positive on Europe.
How corporate efficiency is supporting profitability and earnings growth.
How falling construction starts could pave the way for inventory relief and market stabilization.
AI chatbots like ChatGPT are rapidly gaining traction for routine search queries.
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.