Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
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.
A stabilizing U.S. labor market gives the Fed room to wait and see whether inflation resumes its downward path.
Active vs passive? How a blended approach could work better in global equities
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.