Why CLOs are well positioned for the current investment backdrop.
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.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
How advisors can intentionally develop a stronger, more dynamic presence to drive referrals.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Investor implications of Sir Keir Starmer’s resignation as UK Prime Minister.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
The first half of 2026 evidenced that REITs are not just a macro-sensitive rates trade.