Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
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.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
With innovation back in focus, a dense slate of drug launches, data readouts, and regulatory decisions makes 2026 a consequential year for pharma and biotech.
How can corporate governance determine whether European small caps become hidden champions or underperformers?
Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
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.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.