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Professional Investors
Reassessing Europe: The case for a multi-asset total return approach
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...
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Professional Investors
Beyond the large-caps: Identifying tomorrow's leaders
Beyond the large-caps: Identifying tomorrow's leaders
Small and mid-cap equities remain one of the least efficiently priced areas of global equity markets....
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Professional Investors
Competing forces – AI versus Iran
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would...
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Professional Investors
House View Q2 2026
House View Q2 2026
Discover the key themes expected to shape global markets in the coming months.
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Professional Investors
The next phase for US equities: Broader, resilient, durable
The next phase for US equities: Broader, resilient, durable
An equity market shaped by risk, but not defined by it.
Professional Investors
Finding winners in a tariffed world
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations...
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Professional Investors
AI chips or Hormuz ships?: Assessing Asia's winners and losers
AI chips or Hormuz ships?: Assessing Asia's winners and losers
Which markets face the greatest risks?
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Professional Investors
When did global indices stop looking global?
When did global indices stop looking global?
Are benchmarks causing investors to miss opportunities?
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Professional Investors
Back to normality
Back to normality
The return of volatility highlights a shift back to a more typical market environment.
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Professional Investors
Europe rewards selectivity in a shifting market
Europe rewards selectivity in a shifting market
Attractive valuations and strong business models support the investment case for equities on the continent....
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Professional Investors
European equities: Navigating market volatility
European equities: Navigating market volatility
How do valuations differ across segments of the European equity market?
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Professional Investors
India versus China: Is the valuation premium justified?
India versus China: Is the valuation premium justified?
Richard Farrell, portfolio manager on the RBC Emerging Markets Equity team, explains why India’s structural...
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