insights.

Investors need efficient core and differentiated active solutions, embedded convexity and conviction in the economic transition underway.

Amid growing geopolitical tensions, trade disputes and successive global shocks, investors may find opportunities in the disruption.

The ultimate winners are likely to be the nations and firms best able to translate AI breakthroughs into a fully functioning AI ecosystem.
 

The Hormuz oil shock cements the role of clean electrification in the diversified and resilient energy systems essential to national security.

Why did all of our managers become de facto bond managers at the Investment Committee? Because rates are back, dominating the discussion.

Could AI-driven corporate borrowing be pushing US Treasury yields higher? Simply put examines the evidence.

Strong growth, less pervasive inflation and signs of broader market leadership suggest a more Goldilocks-like backdrop may be emerging.

Is the investment clock broken? We analyse what investors can learn from its shift into reverse since the Hormuz oil shock.