Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular 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.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
Tokenisation is moving from concept to utility. Discover why blockchain rails could reshape asset management.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
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.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.