Declining costs and technical progress have made commercial space businesses more economically viable, creating diverse investment opportunities.
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.
The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
How balanced strategies can help investors stay true to their long-term objectives.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.