Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food 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.
Market drawdowns are inevitable, but investors don’t have to stand still. Learn how strategic decisions during volatility can help smooth the journey and stay invested.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
AI is driving dispersion in software. We analyse where CLO managers’ views are broadly aligned, where they diverge, and why active CLO manager selection remains key as bifurcation in the loans market continues.
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.