Investor implications of Sir Keir Starmer’s resignation as UK Prime Minister.
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Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Views on the Bank of Japan's latest rate hike and implications for investors.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
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.
US valuations reflect higher ROE, but structural reforms could help discounted international markets close the gap.
The opportunity set in European equities is being reshaped – with structural shifts gathering pace beneath the surface.
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity in the AI era.