The election outcome therefore does not change already improving economic fundamentals for Costa Rica; rather, it makes the positive credit story more credible.
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.
The recent selloff in software stocks in the wake of advancements in native AI ignores many of these businesses’ inherent strengths.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Where to find climate adaptation investment opportunities in an era of rising physical risks.
Four reasons to be bullish on MBS in 2026.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.