A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
Recent research suggests that, in addition to insuring against longevity risk, annuities may actually help support longevity itself.
Considering the risks posed by AI to technology and software loans.
In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.
Single-stock volatility – not index volatility – is supporting today’s richer option premiums.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.
How advisors can use stories to transform abstract financial concepts into experiences clients can understand and remember.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Japan’s move away from ultra-low interest rates is creating a tailwind for financials.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.