nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
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.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.
How are allocation trends changing and where are active managers making a difference at a service and product level?
After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?