Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
Insights
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of credit markets and explores how active management strategies, mixed with nuanced credit investing, can lead to positive returns for investors.
Strong performance from Japanese larger companies is setting the scene for small and mid-cap stocks to shine given their potential for relatively higher growth.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
Portfolio Analyst Tim Gerrard shares his key findings from site visits to several iron ore and uranium mining projects in Quebec and Saskatchewan.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of bond markets and provides insights on recent market volatility which has the potential to drive significant returns for investors if navigated correctly.