Exploring why European loans may be well-structured to withstand a period of uncertainty
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.
Greater market complexity is increasing the relevance of flexible, diversified approaches to investing.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
While the Iran War broadened the range of outcomes across asset classes, the fate of markets now arguably hinges on how the Fed calibrates monetary policy.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.
Demand for artificial intelligence (AI) compute is still running well ahead of supply despite recent capacity additions.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.