Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
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.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.