A potential shift in state and local scrutiny over data centers is just one factor investors should consider when approaching the AI theme.
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.
How are greater uncertainty and rising stock dispersion reshaping the opportunity for absolute return?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Dividend opportunities are hiding in plain sight. Discover why income-focused stocks may deserve renewed attention in today’s market.
Have markets misread the opportunities in European large caps?
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.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.