After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
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.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.