AI research trip reaffirms bullish outlook
How AI is driving innovation and growth across a range of industries.
The rise of the Magnificent 7: Concentration risk versus earnings power
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
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
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.
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.
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.
Midyear macro outlook: A new dawn of uncertainty
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.
