Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
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 credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
Exploring credit default swaps and how they can be a valuable investment tool for fixed income investors.
Solvency II reform is reshaping insurers’ access to securitisation, improving capital efficiency and opening a broader, global opportunity set beyond Europe.
Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
With innovation back in focus, a dense slate of drug launches, data readouts, and regulatory decisions makes 2026 a consequential year for pharma and biotech.
How can corporate governance determine whether European small caps become hidden champions or underperformers?