Explore how absolute return strategies and European equities could help investors navigate geopolitical uncertainty, inflation and changing market correlations.
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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.
While remaining tight-lipped about future policy moves, evidence presented by Chairman Warsh indicates the Fed is only pausing its hiking cycle.
Have markets misread the opportunities in European large caps?
From Bangkok, the IMF and World Bank meetings point to resilient emerging markets, but diverging conditions make country selectivity increasingly important.
Exploring risks and opportunities among CCC rated bonds.
What happens when global bond markets suddenly move in lockstep?
Discover how synthetic and physical ETFs differ, why synthetic replication can be more efficient for US equity exposure, and what drives the costs investors pay.
Copper, uranium and lithium are becoming increasingly strategic as electrification, energy security and infrastructure investment drive demand growth while supply remains constrained.
While elections have consequences, during a period in which AI has the potential to reconfigure the global economy, investors should maintain a long-term view.
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.