Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
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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.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?