By Lazare Hounhouayenou, Lead Portfolio Manager, Dedicated Equities, and Sébastien Taldir, Investment Specialist, Dedicated Equities As Europe aims to grow…
12/05/26
The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy…
27/04/26
Structural megatrends are pressuring water resources, increasing scarcity and challenging long‑term sustainability and economic growth. This creates opportunities for investors…
21/04/26
Comparing previous tech booms and bust cycles with today’s AI surge highlights some notable patterns. Historically, undervalued stocks with low…
16/04/26
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…
10/04/26
Geopolitical tensions and an uncertain economic outlook underline the importance of strategic autonomy – the idea that nations are able…
10/04/26
