Beyond hype: AI benefits taking shape
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
Midyear Equity Outlook: Earnings strength fuels optimism
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Japan – the renaissance continues
Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
Europe wary of continuing conflict
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
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.
Why own US small caps in 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
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.
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.
