European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can investors optimise portfolios through this uncertain environment?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?