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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.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
An update on the listed real estate sector amid market uncertainty.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
The importance of fundamental research in an environment where stock market dispersion is increasing.
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.
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.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
While the wealth that may be passed on to the next generation continues to grow, the number of estates that pay the federal estate tax has plummeted.
Assessing market reactions to the Trump administration’s recently imposed tariffs.