Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
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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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The opportunity set for Japanese equities stretches far beyond the market's headline winners.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Stronger earnings forecasts are challenging the valuation discount between global small caps and large caps.
Cybersecurity’s evolution into critical AI infrastructure.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Investor implications of Sir Keir Starmer’s resignation as UK Prime Minister.