Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
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.
Robert Schramm-Fuchs explores the outlook for European equities, highlighting earnings momentum, attractive valuations, market rotation, and key stock selection opportunities.
Assessing water risk is useful to gauge the long-term growth of copper producers.
Luke Newman explains why absolute return strategies may offer resilience amid market turbulence, higher dispersion, shifting correlations, and growing demand for downside protection.
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.
The opportunity set for Japanese equities stretches far beyond the market's headline winners.
Why CLOs are well positioned for the current investment backdrop.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.