With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
The data to watch as global markets diverge
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
European equities: our takeaways from earnings season
Richard Brown provides an update on Europe’s latest earnings season and looks ahead at the key investment themes that are likely to shape European markets in 2024.
Developed Market Central Bank Outlook 2024
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
The other 493: Finding opportunities outside the Mag 7
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Are global small caps a big draw for 2024?
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
European real estate: Are we nearly there yet?
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.
Update van de Global Sustainable Equities-strategie
Op donderdag 7 maart geeft Hamish Chamberlayne, Portfolio Manager en Head of Global Sustainable Equities, een kwartaalupdate over de Global Sustainable Equities-strategie en deelt hij zijn actuele perspectieven op de markt en vooruitzichten.
This webcast includes an update on positioning and performance.
Todd Blevins
