Strong fundamentals, improving market dynamics, and rising investor demand for diversification position real estate for a re-rating in 2026.
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.
The election outcome therefore does not change already improving economic fundamentals for Costa Rica; rather, it makes the positive credit story more credible.
How trust and shared input can sharpen individual focus while strengthening overall team performance.
The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
Discover why portfolio structure, not bubble timing, determines resilience. Learn how equity income strategies help investors capture AI-driven growth while reducing volatility and protecting capital during downturns.
Today’s ABS structures provide better transparency and investor protections.
International markets surprised in 2025, outperforming the US as AI investment broadened, consumers proved resilient, and diversification paid off. Insights on opportunities and dividends in 2026.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.