Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
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.
Marketing communication.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?
Can European equities grow in 2026, fuelled by reforms, improved trade conditions, and a broadening macroeconomic rebound?
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.
China aims to focus on high-quality, innovation-led development to drive economic growth.
The UK Budget removes a lot of uncertainty for UK markets, allowing a refocus on corporate fundamentals.
NVIDIA assuages investor concerns around the AI bubble.