When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
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.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
An early reaction to military strikes in Iran and the implications for investors.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.