The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
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.
Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
How to create more meaningful and consistent client experiences by adopting best practices from organizations outside the industry.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
In contrast to many securitised credit sectors, the US Agg captures very little credit spread income relative to its duration.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.