With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
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.
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.
How investors are thinking about AI in terms of financial guidance, advisor use, and as a long-term investment theme.
Current trends, risks, and opportunities for investors within the office real estate market.
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.
Head of Australian Fixed Interest Jay Sivapalan provides his insights on the current market conditions and explores current implications for investors.
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.