Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Chart to Watch: Healthcare valuations drop following Trump’s RFK Jr. pick
Investment Outlook Webcast carousel
Hear our asset class heads and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025.
Global Technology Leaders – strategy update
Please watch Richard Clode, Portfolio Manager, which took place on Thursday 12 December as he delivered a quarterly update on the Global Technology Leaders strategy, as well as sharing the latest market perspectives and outlook.
Helping investors manage post-election “vibes”
How advisors can help clients manage emotions – whether positive or negative – following the election.
European Small Cap – strategy update
Please view Ollie Beckett, Portfolio Manager on the Equities team as he delivered a quarterly update on the European Small Cap strategy, as well as sharing the latest market perspectives and outlook.
ESG unpacked: Regulatory frameworks shaping sustainable investing
We unpack the complexities of integrating ESG factors into investment strategies, and how regulatory frameworks enhance transparency.
Trump 2.0: Adapting fixed income to the uncertain path ahead
Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
Investment Outlook 2025: Market GPS
Register now for our Market GPS investment outlook webcast to hear our asset class heads and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025.
US$1 trillion by 2030: the rise of active ETFs in Europe
Nick Cherney, Head of Innovation, forecasts that European actively ETFs will grow to US$1 trillion by 2030 and what that means for investors.
Investment Outlook 2025: Market GPS webcast
Join our live investment outlook webcast exploring market expectations and portfolio implications for 2025. Where are markets headed in 2025? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning? Register now for our Market GPS investment outlook webcast to hear our equity, fixed income, and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025.