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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.
Tokenization's potential to revolutionize investing.
U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
Key considerations for Japanese equity investors following the election of new LDP head, Sanae Takaichi.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Exploring the intricate landscape of Germany's ambitious reform agenda.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.