Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
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European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
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.
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.
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?