A wheel opportunity: Premium tyre makers use EVs to inflate margins
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
European improvement, not just US weakness
The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation
Heitere Aussichten: Japans strukturelle Renaissance
In Japan ist gegenwärtig ein Wandel zu beobachten.
Clear skies ahead: Japan’s structural renaissance
Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.
Übergang zu Elektrofahrzeugen dürfte Fahrt aufnehmen
Die Einführung von Elektrofahrzeugen schreitet je nach Region unterschiedlich
schnell voran.
Electric Vehicle transition: poised to move through the gears
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
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.
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.
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.
Midyear equity outlook: Staying selective amid volatility
In an environment of elevated macro risks and uncertainty, there are bright spots fuelling our optimism for equities.