Can skincare and fragrances buck the trend within European consumer staples?
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.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
Comments from the Bank of England suggest rate cuts are coming closer.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
The conditions that have buoyed credit markets in recent months look set to continue.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.