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 resurgence in productivity underscores a significant shift toward greater efficiency.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
What investors should consider as the U.S. election outcome becomes clear.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
We explore the electoral setback for Japan’s Liberal Democratic Party, as the country navigates political uncertainty and market instability.