Have markets misread the opportunities in European large caps?
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.
While elections have consequences, during a period in which AI has the potential to reconfigure the global economy, investors should maintain a long-term view.
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.
US-China relations: Mutual dependence is keeping tensions in check
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.