Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
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.
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.
Reflecting on potential opportunities caused by recent bond market repricing.
Private credit and broadly syndicated loans differ in borrowers, pricing, valuation and liquidity. We explore why these distinctions matter for CLO investors.
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.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Some observers today have drawn parallels between the recent oil price surge spurring inflation and the oil shocks of the 1970s, but there are also stark similarities to the 1960s Guns & Butter period.
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Natural resources stocks look set to benefit from ‘Supercycle 2.0’.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?