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.
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.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Portfolio Manager Robert Schramm-Fuchs explains why fiscal and monetary easing measures globally could be positive for European equities.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
The factors driving momentum in small-cap equities and our view on what’s ahead.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.