The path to Lula’s surprise victory in Brazil’s presidential election was paved with economic promises that, if instituted, stand to worsen an already challenging fiscal backdrop.
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.
Seth Meyer and John Kerschner explore how floating-rate CLOs can complement fixed income, enhance diversification and navigate uncertain interest-rate conditions.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
Reflections on three decades of navigating technology's evolution.
AI infrastructure growth depends on more than investment spending. Explore how power access, water management, permitting, regulation and community support are shaping data center development, execution risk and long-term investment opportunities.
A forward-looking framework for evaluating when to add duration to multi-sector fixed income portfolios.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Decarbonisation targets are easy to set, but credible transition plans are harder to deliver. Discover how investors can assess corporate climate strategies, identify genuine business transformation, and distinguish substantive action from well-presented ambition.
Earnings expectations are up but inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights today's key market factors.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Explore how shifting sector dynamics, breakthrough medical innovations and the pharmaceutical patent cliff are reshaping healthcare investing. Andy Acker and Seth Meyer discuss the key opportunities active investors may be overlooking.