The current attractive relative valuation opportunity and merits of residential REITs.
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.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
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.
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.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
The potential strategic pitfalls of sitting in cash.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
The Healthcare sector is one of four areas that the PCS Team have identified as having sizeable growth opportunities going forward.