Japan: A timely opportunity to seize long-term potential
Is Japan’s positive investment story intact? We discuss market events, how we’re upgrading quality at attractive valuations and the outlook from here.
European equities: resilience amid global trade tariff turmoil
Deeper integration within the EU, more focus on competitiveness and reduced internal trade barriers may make for stronger long-run equity performance.
Mythbusters: why the bad press around UK stocks doesn’t stack up
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
Why the time is ripe for Europe
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
How artificial intelligence is reshaping financial services
AI is helping enhance efficiency, reduce costs and improve decision-making.
Navigating market volatility amid US tariffs and policy uncertainty
Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.
DeepSeek: evolution, not revolution, in artificial intelligence
What is DeepSeek’s real impact on artificial intelligence, and what does it mean for investors?
Europe’s year of two halves, while the US walks an inflation tightrope
Europe’s H1 margins will be under pressure, but the headwinds should blow through.
Japan’s economic revival – the first steps of a long-awaited transformation
Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
Market Monitor – 7 February 2025
Global stock markets had yet another highly volatile – but ultimately positive – week as investors try to parse the latest policy statements and executive orders from US president Donald Trump.
