As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.
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.
A discussion on how tariffs will impact the technology sector.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
Data’s transformative power can be both a source of earnings and a force for good
Innovation, reform, and restless energy are propelling the modernization of India’s economy.