Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
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.
Sydney’s office market is facing muted future supply and a flight-to-quality.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
Portfolio Manager Aaron Scully explores three key macro themes: AI adoption, stimulus driving economic momentum, and rising risks in private credit.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?