The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.
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.
Demand for artificial intelligence (AI) compute is still running well ahead of supply despite recent capacity additions.
AI advisors can customize and use to improve client experience, increase efficiency, shape business strategy, and gain leadership insight.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
How advisors can use AI platforms to support client conversations and ensure female investors feel heard and understood.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.