Why we think small caps can build on renewed performance strength.
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.
International equities may be poised for a sustained re-rating as corporate reforms, rising ROE and improving shareholder returns narrow the gap with US markets.
Three good and bad emerging market stories from the EMD hard currency universe.
How should investors navigate a world increasingly shaped by geopolitics?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering the risks posed by AI to technology and software loans.
In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.
NVIDIA's latest earnings update informs AI growth expectations.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Japan’s move away from ultra-low interest rates is creating a tailwind for financials.