What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
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Energy disruption, not geopolitics, is driving emerging markets as higher energy prices could reshape the winners and losers. The persistence of higher prices will determine the eventual impact.
An early reaction to military strikes in Iran and the implications for investors.
Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Exploring the dispersion in the loan market.