A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
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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.
Is there a statistical relationship between fund flows and market price moves?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
A discussion on the key drivers of global dividend growth in 2022 and why further dividend growth is possible this year.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
Considering small caps for a potential shift in market leadership.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Trust is a key factor in investment management, and the cost of monitoring and constraining the investment managers is high.