Cybersecurity’s evolution into critical AI infrastructure.
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.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
New drug formats and emerging indications are expanding the potential reach of GLP-1 therapies and shaping the market’s next phase of growth.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Balancing risk and income in a more complex environment.
The opportunity set in European equities is being reshaped – with structural shifts gathering pace beneath the surface.