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.
A racing certainty – can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
Five quality growth stocks with potential in all weathers
From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common – strong competitive advantages.
US election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
