The potential strategic pitfalls of sitting in cash.
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.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
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.