Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
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.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
AI demand continues to outpace supply - uncover where long-term growth opportunities are emerging across the evolving AI ecosystem beyond Big Tech.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
The first half of 2026 evidenced that REITs are not just a macro-sensitive rates trade.