While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
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.
With predictions for the consumption of energy, metals and food over the next 25 years overwhelming those from all previous periods, Daniel Sullivan, Head of Global Natural Resources, outlines an approach for achieving long-term success in the natural resources sector.
Can skincare and fragrances buck the trend within European consumer staples?
Just what else can small caps offer investors as a potential source of value?
The current attractive relative valuation opportunity and merits of residential REITs.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.