Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
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.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Stronger earnings forecasts are challenging the valuation discount between global small caps and large caps.
Cybersecurity’s evolution into critical AI infrastructure.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
The first half of 2026 evidenced that REITs are not just a macro-sensitive rates trade.
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.