In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
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.
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.
Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?
The conditions that have buoyed credit markets in recent months look set to continue.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
How do you construct an absolute return strategy to stand the test of time?
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.