NVIDIA's latest earnings update informs AI growth expectations.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Japan’s move away from ultra-low interest rates is creating a tailwind for financials.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
How spread tightness requires a more thorough search for value, even among less loved sectors.
Discover how liquid alternatives, including trend following and long-short commodities, can help investors build more resilient portfolios.
Portfolio Manager Alison Porter discusses the key learnings from Amazon, Alphabet, Microsoft, and Meta’s latest quarterly results.