Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Discover key insights from a robotics tour across Japan as Suney Hindocha explores physical AI, robotics innovation, sustainability opportunities, and the investment implications of increasing competition in one of the decade's most transformative technologies.
Looking at the potential significance of an 8% yield threshold for investors in high yield bonds.
Jessica Leoncini, Dan Siluk and John Lloyd discuss the return of income in fixed income, duration risk, liquidity trade-offs, and where active investors may find value.
Brazil’s first-round election surprise has proved supportive for markets, but longer-term credit implications depend on fiscal credibility, reform and policy delivery.
How can investors assess the financial impact of climate and nature risks? Explore how data, scenarios, and modelling can help translate environmental risks into investment insights, while highlighting the role of investment judgement.
Collateralized loan obligations (CLOs) have consistently shown better credit strength than their corporate counterparts.
Given the uncertain outlook for rates, investors may be increasingly rewarded for harvesting carry rather than relying on directional market calls.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Reflecting on the limitations of investing in Agg-like bond portfolios and proposing another approach to fixed income investing.
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
