What sectors are well placed to enjoy real AI gains?
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
Europe at a turning point – picking the winners
Looking through market volatility to find Europe’s best companies.
From Monopoly to Age of Empires: Emerging markets in the new global regime
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
Is the world on track for a more sustainable future?
Understanding sustainability trends and the interactions between people and planet is fundamental to identifying future investment opportunities.
Europe’s quality growth opportunity
Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
From Monopoly to Age of Empires: Emerging markets in the new global regime
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
Europe at a turning point – picking the winners
Looking through market volatility to find Europe’s best companies.
What sectors are well placed to enjoy real AI gains?
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
Are high yield bonds the place to hide in levered credit?
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
Why own US small caps in 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.