Have markets misread the opportunities in European large caps?
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.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
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.
Why CLOs are well positioned for the current investment backdrop.
As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.
Current trends, risks, and opportunities for investors within the office real estate market.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.