Amid a period of higher rates and inflation, European equities could exceed expectations.
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.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Keeping its eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
Navigating stocks as higher rates make their impact felt.
Corporations can ease the ill effects of a higher inflation regime by focusing on productivity improvements.
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
Taking stock of small caps with an eye on the market environment ahead.
Considering small caps for a potential shift in market leadership.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
Why mid-cap companies – and investors – must adapt their approach in a more challenging investment environment.