Seth Meyer and John Kerschner explore how floating-rate CLOs can complement fixed income, enhance diversification and navigate uncertain interest-rate conditions.
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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.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
Reflections on three decades of navigating technology's evolution.
AI infrastructure growth depends on more than investment spending. Explore how power access, water management, permitting, regulation and community support are shaping data center development, execution risk and long-term investment opportunities.
Decarbonisation targets are easy to set, but credible transition plans are harder to deliver. Discover how investors can assess corporate climate strategies, identify genuine business transformation, and distinguish substantive action from well-presented ambition.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Explore how shifting sector dynamics, breakthrough medical innovations and the pharmaceutical patent cliff are reshaping healthcare investing. Andy Acker and Seth Meyer discuss the key opportunities active investors may be overlooking.
What rising open model adoption could mean for infrastructure spending, hyperscalers, and AI labs.
Exploring the differences within the riskier segment of high yield bonds.
Jessica Leoncini, Alex Veroude and Tom Ross examine how AI, quantitative analysis, market dispersion and public-private asset convergence are expanding fixed income opportunities and enhancing the value of active security selection.
Why the return of corporate pricing power provides further evidence that this inflationary regime change is already under way.