Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment.
As active managers, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.
With a resilient economic outlook and generally robust corporate health, the once-niche segment of financial markets is becoming an integral part of fixed income portfolios.
With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?
In the competitive home improvement industry, the biggest players are using AI to get ahead. We’ve uncovered how the top retailers are using AI-powered apps, digital twins and even robots to improve customer experience and drive growth.
European markets have, to some extent, decoupled from a weak news flow; despite mediocre PMIs and political uncertainties, European equity markets have delivered double digit returns year to date.
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