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Investment Management
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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Investment Management
European equities: Navigating market volatility
How do valuations differ across segments of the European equity market?
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Investment Management
What does the Iran conflict mean for European real estate?
Could the asset class offer resilience amid geopolitical uncertainty?
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Investment Management
India versus China: Is the valuation premium justified?
Richard Farrell, portfolio manager on the RBC Emerging Markets Equity team, explains why India’s structural growth story is compelling – but not immune to valuation, reform and geopolitics.
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Investment Management
Japan’s growth progress hidden behind geopolitical headlines
Are investors overlooking the country’s reforms?
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Investment Management
Iran War: How much strain can the UK economy take?
Will the country fall into a recession?
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Investment Management
Middle East conflict tests emerging market debt
How are investors differentiating between emerging market credits?
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Investment Management
Stagflation fears are rising – what could it mean for equities?
The Iran energy shock has increased stagflation concerns, but equities may not behave the way investors expect.
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Investment Management
Middle East conflict: A manageable shock for the UK economy?
Are rate cuts still on the table this year?
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Investment Management
Where should investors look amid the Iran War?
What could drive the next phase of returns?
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Investment Management
How much volatility can European equity investors take?
How have sector valuations shifted over the last quarter?
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Investment Management
Japan’s renaissance: Macro, micro & physical AI
How is Japan’s strengthening macro creating a compelling window for equity investors?
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