Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
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.
As Germany pivots on its fiscal policy, floating rate investments such as CLOs come to the fore, benefiting from higher interest rates, robust credit risk analysis and careful security selection.
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Our Head of Global Equity Income shares insights on market trends, highlighting a cautiously optimistic outlook for the year ahead.
A look at seasonal patterns in high yield and prospects for the coming months.
A look at EM debt hard currency’s resilience amid the tariff threat.
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
Ranking the best-performing U.S. fixed income sectors of 2024.