Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
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.
How stock selection, flexible yield management, and tactical options writing together may deliver more than yield alone.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Wide dispersion in 2026 is creating a strong backdrop for selective global small cap investing.