Downward revisions to jobs numbers provide further support for interest rate cuts.
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.
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Why we believe MBS is poised for outperformance in the current environment.
Discussion on the multiple triggers that led to the recent sharp market sell-off.
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
How leaders can keep advisory team members engaged, motivated, and on track for a successful long-term career.
Investors increasingly recognise gender pay gap reporting as a critical measure of a company's long-term viability and ethical standing.
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
Portfolio Analyst Tim Gerrard shares his key findings from site visits to several iron ore and uranium mining projects in Quebec and Saskatchewan.