Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
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.
Sydney’s office market is facing muted future supply and a flight-to-quality.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Andy Acker and Dan Lyons explain why low valuations and improving fundamentals could help the healthcare sector stand out in 2026.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.