Assessing market reactions to the Trump administration’s recently imposed tariffs.
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.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Our Head of Global Equity Income shares insights on market trends, highlighting a cautiously optimistic outlook for the year ahead.
A look at seasonal patterns in high yield and prospects for the coming months.
Active ETFs combine the efficiency benefits of ETFs with innovative exposures that can’t easily be delivered via a passive vehicle.
A look at EM debt hard currency’s resilience amid the tariff threat.