MACROECONOMICS
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities...
From dependency to resilience: Energy security and Europe's green transition
Concerns over energy dependence are reshaping the continent's priorities....
Why valuations, not forecasts, still matter most
Richard Oldfield discusses the importance of valuation discipline during...
AI chips or Hormuz ships?: Assessing Asia's winners and losers
Which markets face the greatest risks?
Back to normality
The return of volatility highlights a shift back to a more typical market...
Emerging markets shrug off Middle East turmoil
Volatility has not derailed the emerging market recovery.
Middle East conflict: Fertiliser under fire
The war is amplifying risks across fertiliser markets, with knock-on effects...
Europe rewards selectivity in a shifting market
Attractive valuations and strong business models support the investment...
European equities: Navigating market volatility
How do valuations differ across segments of the European equity market?...
What does the Iran conflict mean for European real estate?
Could the asset class offer resilience amid geopolitical uncertainty?
India versus China: Is the valuation premium justified?
Richard Farrell, portfolio manager on the RBC Emerging Markets Equity team,...
Japan's growth progress hidden behind geopolitical headlines
Are investors overlooking the country’s reforms?
