The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
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.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
The Global Bonds Team discuss where they see bond yields heading using four analytical frameworks including their own historical analysis.
