As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
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.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
Considering the risks posed by AI to technology and software loans.
Why we believe investors should actively consider short-duration fixed income.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Why CLOs are well positioned for the current investment backdrop.
Portfolio Portrait is designed to help financial professionals cut through market complexity and identify portfolio positioning opportunities.
As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.
Has relentless geopolitical uncertainty forced investors to rethink resilience, flexibility and the role of long/short strategies in portfolios?
Current trends, risks, and opportunities for investors within the office real estate market.