One of the lessons of the financial crisis that led to the Great Recession is that there are periods in which competition, among experts and among organisations, creates powerful forces that favour a collective blindness to risk and uncertainty.

Portfolio managers Andrew Brandon and David Silberman from the U.S. Value team discuss the current market environment and where they are finding opportunities in quality companies at reasonable valuations.

Portfolio Managers Helge Skibeli and Christian Pecher explain how the Global Select Equity strategy is finding investment opportunities from around the world.

The GLP-1 drug class took the market by storm. Now that it’s showing effectiveness against other diseases, here’s how our thinking has evolved.

Every decade, a technology platform shift is accompanied by a major disruption in tech leadership. As these shifts play out, some businesses can sustain their leadership, but they are few and far between. The strongest companies today can be disrupted if they fail to capture the next platform or lose market share in their core business.

There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).