How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Insights
Portfolio Manager Robert Schramm-Fuchs explains why fiscal and monetary easing measures globally could be positive for European equities.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
After years of underperformance, non-U.S. equity markets look poised for better returns.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Hear the views of our asset class heads on market drivers for the second half of the year.