Strong fundamentals, improving market dynamics, and rising investor demand for diversification position real estate for a re-rating in 2026.
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.
The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
Discover why portfolio structure, not bubble timing, determines resilience. Learn how equity income strategies help investors capture AI-driven growth while reducing volatility and protecting capital during downturns.
A discussion on concerns that AI-driven automation, agentic tools, and vibe coding could disrupt traditional software SaaS business models.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
Active vs passive? How a blended approach could work better in global equities
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.