European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
Insights
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
Data’s transformative power can be both a source of earnings and a force for good
Innovation, reform, and restless energy are propelling the modernization of India’s economy.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
The importance of fundamental research in an environment where stock market dispersion is increasing.
After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?