After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
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.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.