Portfolio Manager Oliver Blackbourn considers Europe’s changing security landscape, and what it might mean for investors.
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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.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Dividend opportunities are hiding in plain sight. Discover why income-focused stocks may deserve renewed attention in today’s market.
While elections have consequences, during a period in which AI has the potential to reconfigure the global economy, investors should maintain a long-term view.
Earnings expectations are up but inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights today's key market factors.
Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why the timing of trend-following returns is the part of the story standard portfolio maths misses, according to Portfolio Managers David Elms, Mark Richardson, and Rob Shimell.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.