The factors driving momentum in small-cap equities and our view on what’s ahead.
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.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Central banks are separating into the fast and the slow.
The Fed’s rate cut decision may provide investors who have been on the fence about investing in property equities reasons to reconsider.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Strong performance from Japanese larger companies is setting the scene for small and mid-cap stocks to shine given their potential for relatively higher growth.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
This week's chart to watch spotlights the contrast between U.S. rate cut expectations and the broad economic growth trajectory.
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.