nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
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.
The potential strategic pitfalls of sitting in cash.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.