Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
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.
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Brian Demain discusses why he believes it’s important to stay focused on diversification and business-model quality heading into 2026.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.