Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
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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.
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When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
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.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
The severity and duration of crude oil price volatility depend upon how the conflict could impact energy infrastructure and/or shipping in the Strait of Hormuz.
An early reaction to military strikes in Iran and the implications for investors.
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.