Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
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What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
What will U.S. action and the presidential change in Venezuela mean for investors?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Signals embedded in forward-looking options markets indicate a relatively sanguine 2026 for both equities and fixed income.
Brian Demain discusses why he believes it’s important to stay focused on diversification and business-model quality heading into 2026.
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
Attractive yield and fundamental diversification makes emerging markets hard currency debt a compelling opportunity for 2026.
Brian Recht explores how AI is moving from blanket enthusiasm to competitive differentiation and why extreme market concentration creates opportunities in overlooked segments.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.