As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
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.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
How are structural reforms in Europe reshaping the landscape for investors across sectors and industries?
A look at five growth themes that remain in early stages with significant room for expansion.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
Delving into the relative value between fixed income sectors and our preference for carry.
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.