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Insights By Andrew Heiskell
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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
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
3 min
Chart in focus: The long-term case for quality equity
Our equity experts highlight the resilience of quality equities despite recent setbacks, emphasizing their historical outperformance.
3 min
Article
2027-02-28
Article
4 min
Disquiet in quality: What happened and what now?
Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?
4 min
Article
2028-02-27
Article
6 min
Beyond US exceptionalism: where now for equities?
It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.
6 min
Article
2026-06-30
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