Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated 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.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
AI is driving dispersion in software. We analyse where CLO managers’ views are broadly aligned, where they diverge, and why active CLO manager selection remains key as bifurcation in the loans market continues.
Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
Today’s ABS structures provide better transparency and investor protections.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.