The opportunity set for Japanese equities stretches far beyond the market's headline winners.
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.
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.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Stronger earnings forecasts are challenging the valuation discount between global small caps and large caps.
Cybersecurity’s evolution into critical AI infrastructure.
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
The first half of 2026 evidenced that REITs are not just a macro-sensitive rates trade.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Views on the Bank of Japan's latest rate hike and implications for investors.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.