Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
Attractive yield and fundamental diversification makes emerging markets hard currency debt a compelling opportunity for 2026.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.