After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Insights
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Portfolios built for yesterday’s relationships may behave very differently in a more correlated world
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
Greater market complexity is increasing the relevance of flexible, diversified approaches to investing.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Private credit and broadly syndicated loans differ in borrowers, pricing, valuation and liquidity. We explore why these distinctions matter for CLO investors.