Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
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.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
The opportunity set for Japanese equities stretches far beyond the market's headline winners.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
EU securitisation reform could boost lending, growth, and investor participation, but success depends on getting rules on sanctions, due diligence, market access, and capital treatment right.
Why CLOs are well positioned for the current investment backdrop.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
In complex environments, outcomes are shaped by how information is interpreted rather than any single “correct” view. Perspective is therefore critical.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.