European stocks deserve more attention
Europe has made structural improvements and we think investors should sit up and take notice.
US election 2024:
EMEA investor guide
The 2024 US presidential race raises many questions for investors. Stay informed throughout the campaign with our regular updates.
Europe has made structural improvements and we think investors should sit up and take notice.
We look at why we think investors should look to diversify their exposure to the magnificent seven US stocks.
This paper, written by Tilmann Galler and Chaoping Zhu, discusses the recent Chinese economic data releases and the investment implications.
This paper, written by Chaoping Zhu, Marcella Chow and Tilmann Galler, discusses the outlook of China and policy implications.
Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.
A likely pause in the US hiking cycle is now approaching. See how the peak in rates has impacted equity and bond markets in the past.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
This paper, written by Tai Hui and Tilmann Galler, discusses the outlook for India equities and the investment implications.
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.