Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.
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.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
International equities may be poised for a sustained re-rating as corporate reforms, rising ROE and improving shareholder returns narrow the gap with US markets.
How should investors navigate a world increasingly shaped by geopolitics?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering the risks posed by AI to technology and software loans.
NVIDIA's latest earnings update informs AI growth expectations.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.