Copper, uranium and lithium are becoming increasingly strategic as electrification, energy security and infrastructure investment drive demand growth while supply remains constrained.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The path to Lula’s surprise victory in Brazil’s presidential election was paved with economic promises that, if instituted, stand to worsen an already challenging fiscal backdrop.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
AI infrastructure growth depends on more than investment spending. Explore how power access, water management, permitting, regulation and community support are shaping data center development, execution risk and long-term investment opportunities.
A forward-looking framework for evaluating when to add duration to multi-sector fixed income portfolios.
Earnings expectations are up but inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights today's key market factors.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Explore how shifting sector dynamics, breakthrough medical innovations and the pharmaceutical patent cliff are reshaping healthcare investing. Andy Acker and Seth Meyer discuss the key opportunities active investors may be overlooking.
What rising open model adoption could mean for infrastructure spending, hyperscalers, and AI labs.
Exploring the differences within the riskier segment of high yield bonds.
Jessica Leoncini, Alex Veroude and Tom Ross examine how AI, quantitative analysis, market dispersion and public-private asset convergence are expanding fixed income opportunities and enhancing the value of active security selection.