European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
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New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
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.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.