How to build a global equity porfolio fit for the next decade.
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.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
How should investors navigate a world increasingly shaped by geopolitics?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
NVIDIA's latest earnings update informs AI growth expectations.
Japan’s move away from ultra-low interest rates is creating a tailwind for financials.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
Portfolio Manager Alison Porter discusses the key learnings from Amazon, Alphabet, Microsoft, and Meta’s latest quarterly results.