Bitcoin’s evolution is driving innovation, portfolio diversification, and the rise of a powerful ecosystem of companies powering the digital economy.

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When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

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After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.

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The economy’s impressive resilience has helped markets shake off fiscal and geopolitical uncertainties. But while it’s business as usual for some sectors, others are facing a panoply of new challenges, compounded by the accelerating AI revolution. Our experts take a look at how to play this complex new landscape.

Value investing is often synonymous with finding ‘cheap’ stocks. But cheap doesn’t always mean a bargain. We go beyond traditional valuation measures using a more expansive framework to target attractively valued companies through both a value-creation and quality lens.

We are closely monitoring developments, but our base case is a minimal economic impact, especially with the Fed able to support growth with rate cuts.

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