When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
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.
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?
How can corporate governance determine whether European small caps become hidden champions or underperformers?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Discover why portfolio structure, not bubble timing, determines resilience. Learn how equity income strategies help investors capture AI-driven growth while reducing volatility and protecting capital during downturns.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.