The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
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.
We explain why advisors should consider bulking up their foreign equity allocation and the characteristics to look for in a non-U.S. stock fund.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
With the potential of a far-right government in France removed, talks now begin on the balance of power in a potential coalition government – and what this means for the EU.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
Matthew Bullock and Lara Castleton from the Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.