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.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.