As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
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.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
How balanced strategies can help investors stay true to their long-term objectives.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
How corporate efficiency is supporting profitability and earnings growth.