New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
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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.
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?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.