A resurgence in productivity underscores a significant shift toward greater efficiency.
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.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
What investors should consider as the U.S. election outcome becomes clear.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.