New drug formats and emerging indications are expanding the potential reach of GLP-1 therapies and shaping the market’s next phase of growth.
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.
Our 2026 Investor Survey highlights why it’s important for advisors to be open with clients about how they’re implementing artificial intelligence (AI) in their practices.
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
US valuations reflect higher ROE, but structural reforms could help discounted international markets close the gap.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Private markets have been viewed as a source of diversification and income, but recent performance is prompting a closer look at liquidity, structure, and inflation sensitivity.
As AI reshapes the financial planning industry, emotional intelligence is becoming a critical differentiator for advisors.
Overlooked equity-linked note pricing parameters highlight the importance of active management in managing ELN portfolios.
IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.