Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
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.
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
What the historic victory for the LDP party means for investors in Japanese stocks.
Autonomous vehicle (AV) technology is rapidly advancing, and the market opportunity could be substantial.
Strong fundamentals, improving market dynamics, and rising investor demand for diversification position real estate for a re-rating in 2026.
The election outcome therefore does not change already improving economic fundamentals for Costa Rica; rather, it makes the positive credit story more credible.
Discover why portfolio structure, not bubble timing, determines resilience. Learn how equity income strategies help investors capture AI-driven growth while reducing volatility and protecting capital during downturns.
Today’s ABS structures provide better transparency and investor protections.
A discussion on concerns that AI-driven automation, agentic tools, and vibe coding could disrupt traditional software SaaS business models.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.