Revisiting the levels of supply related to the AI buildout and implications for credit markets.
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.
An allocation to alternative assets offers multiple portfolio benefits.
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
Human cognitive labor, once scarce, is now abundant with AI. Investors will need to follow where that scarcity is being relocated.
In complex environments, outcomes are shaped by how information is interpreted rather than any single “correct” view. Perspective is therefore critical.
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.
We explore where securitised markets still offer value, as resilient fundamentals meet tighter valuations and greater need for selectivity.
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.