Investing

Once the pinnacle of innovation, German car manufacturers now risk being overtaken by Chinese automakers, who are adopting the latest technologies at a much faster pace. The willingness to innovate and embrace disruption seems to come more easily in a new market unencumbered by a long-established history.

In an uncertain macroeconomic environment, global asset manager Capital Group is focusing on identifying ‘Global Champions’ across sectors to position client portfolios for long-term success.

With global markets being shaken by Donald Trump, asset managers and strategists are advocating quality stocks and diversified portfolios, with a particular focus on European blue-chip stocks known as ‘Granolas’ to weather potential disruptions.

Virginie Maisonneuve, global CIO equity at Allianz Global Investors explains why ‘Digital Darwinism’—the interplay of technology, tariffs, and trust—is driving supply chain shifts and market realignments.

Despite scepticism, JPMorgan dominates Europe’s active ETF market, proving that alpha is possible—leaving rivals trailing as investors seek outperformance in a booming yet contested space.

A recent analysis of portfolio allocations reveals the stocks most favoured by top-performing equity managers globally.

While the “Magnificent Seven” are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.

Global emerging markets local currency bonds had a tough 2024, but two standout strategies—Capital Group and Colchester—weathered the storm with distinct approaches. Morningstar analysis reveals the key differences driving their results.

The world faces mounting challenges in 2025, according to the latest Global Risks Report published by the World Economic Forum.

Several chief investment officers from Dutch private banks have raised concerns about the “great danger” of consensus forecasts on US equities for 2025.