NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
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.
Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Downward revisions to jobs numbers provide further support for interest rate cuts.
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Why we believe MBS is poised for outperformance in the current environment.
Discussion on the multiple triggers that led to the recent sharp market sell-off.
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
Investors increasingly recognise gender pay gap reporting as a critical measure of a company's long-term viability and ethical standing.