Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Insights
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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.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.