A discussion on how tariffs will impact the technology sector.
Insights
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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.