Exploring why European loans may be well-structured to withstand a period of uncertainty
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.
Greater market complexity is increasing the relevance of flexible, diversified approaches to investing.
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
While the Iran War broadened the range of outcomes across asset classes, the fate of markets now arguably hinges on how the Fed calibrates monetary policy.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.