Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Has relentless geopolitical uncertainty forced investors to rethink resilience, flexibility and the role of long/short strategies in portfolios?
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.