New drug formats and emerging indications are expanding the potential reach of GLP-1 therapies and shaping the market’s next phase of growth.
Insights
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity in the AI era.
Overlooked equity-linked note pricing parameters highlight the importance of active management in managing ELN portfolios.
As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.
Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
A discussion of key themes and investor priorities from Milken Institute’s 2026 Global Conference.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
The Global Technology and Innovation Team traveled to China to learn about the country’s progress in AI models and practical applications.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.