Private markets have been viewed as a source of diversification and income, but recent performance is prompting a closer look at liquidity, structure, and inflation sensitivity.
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.
Overlooked equity-linked note pricing parameters highlight the importance of active management in managing ELN portfolios.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
Private credit has become a core allocation for investors. Hear insights from Janus Henderson and Victory Park Capital on the risk and opportunities in MENA and asset-backed finance.
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Signals embedded in forward-looking options markets indicate a relatively sanguine 2026 for both equities and fixed income.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Tokenization's potential to revolutionize investing.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.