News & insights

Jennison: Tech’s de-rating creating opportunities

Evenlode: The quiet power of quality investing

Lyrical: Where value meets growth

Image in Focus: Is AI the next bubble about to burst?

Image in Focus: From words to insights: Reading between the line

Image in Focus: Through cycles and beyond trends: Investing in enduring quality

Image in Focus: Finding the Gems Amid the Junk™

Image in Focus: ChatGPT’s takeoff

Image in Focus: All eggs, one basket – navigating concentration risks

Image in Focus: Has growth lost its mojo? Not so fast...

Image in Focus: An earnings recession has been disguised in plain sight

Image in Focus: Does history rhyme? Lyrical’s view of what might come next…

Jennison: Outstaying your welcome in a growth stock can be painful

The Lyrical investment process: Looking at Expedia

Evenlode: Why we believe Alphabet is still a good investment

Robeco: The art and science of quantitative investing

Robeco: What's in store for emerging markets?