A resurgence in productivity underscores a significant shift toward greater efficiency.
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.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Monetary analysis suggest global economic strength in the second half of 2025 and in 2026, although we may see a more difficult period first.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Portfolio Manager Robert Schramm-Fuchs explains why fiscal and monetary easing measures globally could be positive for European equities.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.