Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
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.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
How plan sponsors and advisors can help ensure the benefits and resources they offer are accessible, understood, and effectively used by participants.
New drug formats and emerging indications are expanding the potential reach of GLP-1 therapies and shaping the market’s next phase of growth.
How Australian insurers operating under a conservative regulatory regime offer valuable lessons for U.S. insurers evaluating asset-backed finance.
Exchange-traded funds (ETFs) can boost diversification, enhance liquidity, and optimize portfolio management for entities like pension funds, insurance companies, family offices, endowments, and foundations.
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.