European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
Insights
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.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
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?
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.