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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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Aktuelle Beiträge

Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
Events in the Middle East are moving fast, but what does the ongoing conflict mean for investors and portfolios?
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12 März 2026

Matt LeBlanc

Client Portfolio Manager

The investment opportunity in technology

Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.
12 März 2026

Meg O'Connor

Senior Analyst, Equity Research

Travis Flint

CFA, Analyst, Investment Grade Credit

Iran conflict brings oil supply risk into sharp focus

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
5 März 2026

Krishan Selva

Kundenportfoliomanager

Cory Unal

Portfolio Manager

Dara White

Global Head of Emerging Market Equities

Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran

The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
12 März 2026

Matt LeBlanc

Client Portfolio Manager

The investment opportunity in technology

Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.
12 März 2026

Meg O'Connor

Senior Analyst, Equity Research

Travis Flint

CFA, Analyst, Investment Grade Credit

Iran conflict brings oil supply risk into sharp focus

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
11 März 2026

Keith Balmer

Portfolio Manager, Multi Asset Solutions

Multi-asset update: navigating uncertainty

Events in the Middle East are moving fast, but what does the ongoing conflict mean for investors and portfolios?

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