Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
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.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Following decades of economic stagnation in Japan, the region's stocks are finally attracting investor attention again.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
NVIDIA’s latest earnings announcement and the factors supporting more sustainable returns for the company.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.