Considering the risks posed by AI to technology and software loans.
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.
NVIDIA's latest earnings update informs AI growth expectations.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
How spread tightness requires a more thorough search for value, even among less loved sectors.
Portfolio Manager Alison Porter discusses the key learnings from Amazon, Alphabet, Microsoft, and Meta’s latest quarterly results.
Exploring how fixed maturity bond portfolios have grown in popularity.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.