US-Rally: Zu schön, um wahr zu sein?
Im vergangenen Jahr überraschten die US-Aktienmärkte immer wieder mit hohen Gewinnen. Mit dem Amtsantritt der neuen Regierung hat die Unsicherheit jedoch fühlbar zugenommen.
A racing certainty – can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
2025 CEO outlook: Is the US market too good to be true?
As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025.
It’s a value trap! How research intensity can help reveal genuine recovery stocks
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It’s just one way our Global Fundamental Research Group feeds into our investment process.
UK equities: don’t believe the doom mongers
While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.
Ausblick auf den Aktienmarkt im Jahr 2025: Reichen niedrigere Zinsen und hohe Gewinne aus, um die Märkte zu stützen?
2025 könnten geopolitische Risiken und politische Unsicherheit schwerer wiegen als die starken Fundamentaldaten der Unternehmen und die aktuellen Innovationstrends
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
Fünf solide Wachstumsaktien mit Potenzial in allen Marktlagen
Von US-Eisenbahngesellschaften bis hin zu E-Commerce-Plattformen. Wir stellen fünf verschiedene Unternehmen vor, die eines gemeinsam haben: Hohe Wettbewerbsvorteile.
US election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.