Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
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.
Exploring the breadth and depth of the fixed income market.
Geothermal’s potential as a resilient low-carbon energy system.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Chairman Warsh’s hawkish rhetoric is likely not enough to assuage a market that had gotten used to forward guidance.
Why we believe investors should actively consider short-duration fixed income.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Mike Contopoulos and Matthew Bullock discuss macro multi-asset investing, AI opportunities, capital scarcity, and why investors should look beyond geopolitical noise.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.