A look at the factors supporting markets outside the U.S. and where we are seeing 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.
Why we believe investors should actively consider short-duration fixed income.
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.
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.
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
While the Iran War broadened the range of outcomes across asset classes, the fate of markets now arguably hinges on how the Fed calibrates monetary policy.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?