The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
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.
The importance of fundamental research in an environment where stock market dispersion is increasing.
After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?
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.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Assessing market reactions to the Trump administration’s recently imposed tariffs.
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.