Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
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.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Discussion on the implications of the mega AI infrastructure project on the technology sector.
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.
Investment team's personal insights on being long-term investors in the listed real estate space.
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
Tech companies like Impinj are providing solutions to businesses in the quest to achieve better efficiency, productivity and sustainability.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.