Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
A resurgence in productivity underscores a significant shift toward greater efficiency.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
What investors should consider as the U.S. election outcome becomes clear.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.