As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
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.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Robert Schramm-Fuchs explores the outlook for European equities, highlighting earnings momentum, attractive valuations, market rotation, and key stock selection opportunities.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why China offers a compelling broader AI investment case.
Tokenisation is moving from concept to utility. Discover why blockchain rails could reshape asset management.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why CLOs are well positioned for the current investment backdrop.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.