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.
US-China relations: Mutual dependence is keeping tensions in check
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
China’s biotech industry has evolved from a fast follower to a key source of global drug innovation.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
Exploring how developed markets outside the U.S. may offer a compelling environment for a disciplined multi-factor approach.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
International equities may be poised for a sustained re-rating as corporate reforms, rising ROE and improving shareholder returns narrow the gap with US markets.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.