Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
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.
What advisory teams should focus on to attract and retain clients who are the cusp of inheriting wealth from the previous generation.
The biotech sector has rebounded from a sharp sell-off earlier this year and could deliver even more value to investors who know where to look.
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
How might capex spending on artificial intelligence be impacting credit spreads?
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
By understanding each individual's relationship with change, advisory teams will be better equipped to successfully navigate any transitions they face.
So far in 2025, EM sovereign supply hit record levels with a trend of issuing in non-dollar currencies seen. What are the benefits for issuers and investors?
Investors concerned about high concentration in US stocks should look elsewhere to achieve better portfolio diversification.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?