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Investment Management
Contemporary alchemy
What metals are showing their mettle?
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Investment Management
Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors’ focus.
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Investment Management
Asia: Finding durable opportunities through a consistent investment discipline
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership, Asia continues to offer a rich opportunity set, supported by technology leadership, innovation...
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Investment Management
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would be in the biggest energy crisis for a generation and that major stock markets would be at all-time...
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Investment Management
House View Q2 2026
Discover the key themes expected to shape global markets in the coming months.
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Investment Management
The next phase for US equities: Broader, resilient, durable
An equity market shaped by risk, but not defined by it.
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Investment Management
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations are low.
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Investment Management
From dependency to resilience: Energy security and Europe’s green transition
Concerns over energy dependence are reshaping the continent's priorities.
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Investment Management
Why valuations, not forecasts, still matter most
Richard Oldfield discusses the importance of valuation discipline during periods of volatility and uncertainty.
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Investment Management
AI chips or Hormuz ships?: Assessing Asia’s winners and losers
Which markets face the greatest risks?
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Investment Management
Back to normality
The return of volatility highlights a shift back to a more typical market environment.
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Investment Management
Emerging markets shrug off Middle East turmoil
Volatility has not derailed the emerging market recovery.
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