The potential strategic pitfalls of sitting in cash.
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.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
What impact is US government spending is having on European building materials firms? Tom O'Hara explores.