Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
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.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
We explore the recent recovery in markets and dividend stocks and the implications of tariff adjustments on global trade.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
ECB June rate cut reflects solid progress towards target inflation.
Toyota Group’s recent deal to unwind its cross-shareholdings should prove transformative.
Amid significant market volatility, we explore how absolute return investing and diversification can enhance investor portfolios.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.