Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
China aims to focus on high-quality, innovation-led development to drive economic growth.
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
The biotech sector has rebounded from a sharp sell-off earlier this year and could deliver even more value to investors who know where to look.
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
How might capex spending on artificial intelligence be impacting credit spreads?
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
So far in 2025, EM sovereign supply hit record levels with a trend of issuing in non-dollar currencies seen. What are the benefits for issuers and investors?
Investors concerned about high concentration in US stocks should look elsewhere to achieve better portfolio diversification.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.