Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
Assessing the potential impact of President Trump’s “most favored nation” drug pricing policy on biopharma companies.
Why we favor quality over speculative growth in today’s uncertain environment.
Facing tariff-related tension on both sides of its dual mandate, the Fed waits for additional clues on the fate of the U.S. economy.
Defensive stocks have outperformed, but cyclicals still offer higher growth potential.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.
A discussion of the implications of additional US tariffs on Chinese exports and the measures to support its economy.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.