Our experts explore the role of natural resources and how integration of financially-material ESG factors is essential for mining companies.
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 policy changes might prove to be the catalyst for a switch in global equity leadership.
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
Is ESG dead? Far from it – but misconceptions abound.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The importance of fundamental research in an environment where stock market dispersion is increasing.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.