Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
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.
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.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
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.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.