The increasing use of AI has positive implications for the semiconductor sector.
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.
Have rising interest rates presented opportunities for loans?
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
Amid a period of higher rates and inflation, European equities could exceed expectations.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
How can investors put renewed activity in the primary market for convertible bonds to their advantage?
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
The implications for financial markets as concern mounts over the looming U.S. debt ceiling.
The implications of the collapse of First Republic Bank for the U.S. economy and banking sector.