After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
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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.
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
As Germany pivots on its fiscal policy, floating rate investments such as CLOs come to the fore, benefiting from higher interest rates, robust credit risk analysis and careful security selection.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.