Overlooked equity-linked note pricing parameters highlight the importance of active management in managing ELN portfolios.
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.
IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
A discussion of key themes and investor priorities from Milken Institute’s 2026 Global Conference.
Current trends, risks, and opportunities for investors within the office real estate market.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
The Global Technology and Innovation Team traveled to China to learn about the country’s progress in AI models and practical applications.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.