Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.