Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
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.
Robert Schramm-Fuchs explores the outlook for European equities, highlighting earnings momentum, attractive valuations, market rotation, and key stock selection opportunities.
Global small caps may deserve a closer look in today’s changing market environment.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
The opportunity set for Japanese equities stretches far beyond the market's headline winners.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Stronger earnings forecasts are challenging the valuation discount between global small caps and large caps.
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Investor implications of Sir Keir Starmer’s resignation as UK Prime Minister.