How does the tech sector benefit from exceptional leadership to navigate an era of heightened macro and economic uncertainty?
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.
Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
The biotech sector has rebounded from a sharp sell-off earlier this year and could deliver even more value to investors who know where to look.
A different approach to global equities investing in new themes through high conviction stock picking balanced with optimised portfolio construction.
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
How might capex spending on artificial intelligence be impacting credit spreads?
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
Investors concerned about high concentration in US stocks should look elsewhere to achieve better portfolio diversification.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?