Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
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.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
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?
Our Head of Global Equity Income shares insights on market trends, highlighting a cautiously optimistic outlook for the year ahead.
A look at seasonal patterns in high yield and prospects for the coming months.
Active ETFs combine the efficiency benefits of ETFs with innovative exposures that can’t easily be delivered via a passive vehicle.
A look at EM debt hard currency’s resilience amid the tariff threat.
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?