Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
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.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
The first half of 2026 evidenced that REITs are not just a macro-sensitive rates trade.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
New drug formats and emerging indications are expanding the potential reach of GLP-1 therapies and shaping the market’s next phase of growth.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
US valuations reflect higher ROE, but structural reforms could help discounted international markets close the gap.
Overlooked equity-linked note pricing parameters highlight the importance of active management in managing ELN portfolios.