As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
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.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?
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?
How can corporate governance determine whether European small caps become hidden champions or underperformers?
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.