The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
Earnings Growth Patterns Are Changing So what should investors look for? It depends on your investment philosophy. Growth investors can target companies with clear business advantages to support profits that exceed the
Sentiment in European equity markets has been buoyant since the start of the year, supported by increased German and European Union spending plans, prospects for a Ukraine ceasefire, and lower energy prices.
The good news: market fragmentation creates inefficiencies, and informed investors and managers familiar with local jurisdictional nuances may be able to capitalize on them and potentially enhance returns. Checking in on European
The unwinding of the “Trump Trade” in recent weeks has set investors racing to question how much of this move is a tactical blip versus a move that requires a strategic shift
Game-changing developments are reshaping healthcare and investment opportunities. In our most recent Disruptor Series episode on healthcare, we explored advances in genomics and medical technology powered by accelerated computing and artificial intelligence
Paytm Money, the wealth management arm of fintech giant One 97 Communications Ltd., has received regulatory approval to operate as a registered Research Analyst. The Securities and Exchange Board of India (SEBI)
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Discover how US consumer spending trends from 2020 to 2024 reveal key investment opportunities and insights for understanding market dynamics. Investing Data Story – The Surge in US Consumer Spending 2024 Consumer
BlackRock Latin American Investment Trust (LON:BLRA) is the topic of conversation when Kepler Trust Intelligence, Thomas McMahon Head of Investment Companies Research joins DirectorsTalk. In this interview, Thomas McMahon, Head of Investment