Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
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.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
How can corporate governance determine whether European small caps become hidden champions or underperformers?
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Discover why portfolio structure, not bubble timing, determines resilience. Learn how equity income strategies help investors capture AI-driven growth while reducing volatility and protecting capital during downturns.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.