Why we believe investors should actively consider short-duration fixed income.
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.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
AI demand continues to outpace supply - uncover where long-term growth opportunities are emerging across the evolving AI ecosystem beyond Big Tech.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
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.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?