As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A discussion on how tariffs will impact the technology sector.
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.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
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.
Unlike cherry blossoms, the attractiveness of Japanese stocks is anything but fleeting.