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Article
5 min
Emerging markets under Trump 2.0: expect the unexpected
Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.
5 min
Article
2026-01-31
Article
6 min
Europe amid regime change: where next for European equities?
Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.
6 min
Article
2026-02-28
Article
5 min
Unlocking the full value potential of stewardship
Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.
5 min
Article
2025-10-31
Article
4 min
European elections: all change for equity investors?
Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.
4 min
Article
2025-05-07
Article
4 min
Surprise French election result: what does it mean for investors?
Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.
4 min
Article
2025-07-31
Article
9 min
Value stocks: Rules of thumb are meant to be broken
What will it take for value stocks to bounce back from a long period of underperformance? Members of our iStrat Team say that, conventional wisdom aside, it's not all about the economic cycle and offer their outlook for the next three to five years.
9 min
Article
2026-05-31
Article
3 min
4 equity themes: Budding opportunities in small caps and more
Our expert highlights 4 areas where he sees opportunity in global equity markets.
3 min
Article
2025-04-30
Article
Key factors to monitor in European equities
Macro Strategist Nicolas Wylenzek assesses the longer-term prospects of European equity markets through the prism of five key factors.
Article
2025-03-31
Article
Private biotech: Innovation amid disruption
We explore the state of the private biotech market, highlight key areas of innovation, and share three themes we expect to continue.
Article
2024-04-03
Article
Equity investing with a thematic lens: Three game changers for 2023
Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.
Article
2023-12-31
Video
Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.
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Video
2023-09-30
Quick Take
We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.
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Quick Take
2023-07-31
We discuss how today’s market impacts growth companies, including which areas are well positioned for the year ahead.
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2022-12-31
Article
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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Article
2022-12-31
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