Your search results

We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.

A repeatable, rules-based investment process can help active ETFs navigate concentrated markets, capture opportunities created by stock-level dispersion and offer investors a more purposeful approach to core equity exposure.

For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.

We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.

His name is Lula, and a surprising election victory in Brazil saw spreads widen in local markets. Elsewhere, yield curves flattened in the US, Japan and Germany.

Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political uncertainty in France, scrutiny of artificial intelligence-related investment, and renewed inflation concerns as oil prices rise.

Welcome to our concise quarterly snapshot of current real estate market trends.

Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.

Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.