A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
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.
The opportunity set in European equities is being reshaped – with structural shifts gathering pace beneath the surface.
Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
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.