European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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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.
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?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
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.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.