Switzerland, Intermediary
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A new economic era, geopolitical divergence and the transformative potential of generative AI all suggest a very different future ahead and the need for a radical rethink.
This short video reel captures highlights from our recent 2024 EMEA Investment Forum where our experts and prominent guest speaker tackled this new reality head on and discussed how best to maintain an investment edge amid constant change. As well as analysing the broader investment implications of these future trends, our experts delved deeper into specific asset classes to assess the opportunities and risks this new economic era brings.
Discover more about the Forum discussions and speakers by clicking on the link below.
Please refer to this important disclosure for more information.
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Insights Posts
Event replay
25 min
Global uncertainty and local consequences – a European perspective
In the first ActiveViews webcast of the year, host Will Lockhart and Macro Strategists Eoin O'Callaghan and Nick Wylenzek explore Europe’s trajectory in the face of escalating geopolitical tension and accelerating adoption of AI.
25 min
Event replay
2027-03-19
Article
6 min
Taking stock of the energy shock: 9 macro and market insights
Macro Strategist Juhi Dhawan looks at the potential effects of the war in the Middle East on economic growth, inflation, policy, and corporate profits.
6 min
Article
2027-03-31
Article
4 min
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
By
4 min
Article
2027-03-25
Article
4 min
Investment implications of the conflict in the Middle East
Geopolitical Strategist Thomas Mucha discusses the strategic complexities of the Middle East conflict, underscoring the importance of active management and diversification in investment portfolios.
By
4 min
Article
2027-05-01
Article
3 min
FOMC: Holding the line amid geopolitical crosscurrents
Fixed Income Portfolio Manager Jeremy Forster discusses the Fed's cautious stance amid geopolitical tensions, inflation risks, and labor market dynamics.
3 min
Article
2027-03-31
Article
5 min
US exceptionalism: 5 perspectives on 2 truths
Our experts discuss the paradox of US exceptionalism today, emphasizing diversification and active management in response to evolving global economic trends.
5 min
Article
2027-03-31
Article
11 min
Investment insights on the Middle East: A roundtable discussion
In a special roundtable discussion, our investment experts discuss the Middle East crisis, including geopolitical developments, energy prices, emerging markets, and multi-asset implications.
11 min
Article
2027-03-31
Article
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
Article
2027-03-01
Article
5 min
The Fed’s growing footprint on the market has a cost
Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.
By
5 min
Article
2027-02-26
Article
4 min
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
4 min
Article
2027-03-01
Article
4 min
Housing affordability directives not a silver bullet
Our Fixed Income Portfolio Managers profile housing affordability directives, examining their modest effects on mortgage rates and institutional buying restrictions.
4 min
Article
2027-02-28
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