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.
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.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
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?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
Data’s transformative power can be both a source of earnings and a force for good