Why we think small caps can build on renewed performance strength.
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.
Considering the risks posed by AI to technology and software loans.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
Why we believe investors should actively consider short-duration fixed income.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.
Why CLOs are well positioned for the current investment backdrop.
Private markets have been viewed as a source of diversification and income, but recent performance is prompting a closer look at liquidity, structure, and inflation sensitivity.
As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.
Current trends, risks, and opportunities for investors within the office real estate market.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.