European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.