European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
Unlike cherry blossoms, the attractiveness of Japanese stocks is anything but fleeting.
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.
An update on the listed real estate sector amid market uncertainty.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.