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Japan Equities: Was spricht für japanische Aktien?

Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.

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As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI investments. In this paper we will discuss disinvestments.
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27 Juni 2025

Tiffany Wade

Senior Portfolio Manager

David Egan

Senior Research Analyst

David Goodman

Senior Research Analyst

Market jitters miss the bigger AI picture

As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
16 Juni 2025

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Kundenportfoliomanager

Navigating the fog of tariffs in emerging market equities

Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
11 Juni 2025

Nicolas Janvier

Head of Equities, Nordamerika

Ausblick auf den Aktienmarkt zur Jahresmitte: Volatilität erfordert Selektivität

Auch in einem von erhöhten makroökonomischen Risiken und Ungewissheit geprägten Umfeld gibt es Lichtblicke, die uns optimistisch für die Aktienmärkte stimmen.
27 Juni 2025

Tiffany Wade

Senior Portfolio Manager

David Egan

Senior Research Analyst

David Goodman

Senior Research Analyst

Market jitters miss the bigger AI picture

As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
26 Juni 2025

Roman Gaiser

Head of Fixed Income EMEA

Resilient European High Yield market looks beyond tariff uncertainty

We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
25 Juni 2025

Richard Ferris

Client Portfolio Manager, LDI

Adil Gulamali

Client Director, UK Institutional

LDI differentiator: using a Reorganisation Fund

This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI investments. In this paper we will discuss disinvestments.

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