Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Spotting Unseen Risks in Portfolios
Banks Leading the Charge in International Equities
Quarterly Portfolio Perspectives
Staying Steady When Markets Shift
The End of the Strong Dollar Cycle
The projected weakening of the US dollar due to macroeconomic factors, interest rate trends, and global diversification shifts include both the short-term risks to the dollar and its long-term resilience as the primary reserve currency.
Dollar Weakness Creates an Opportune Moment for Emerging Markets Debt
We explore the emerging market debt opportunities as driven by a weaker U.S. dollar, improved fundamentals, and elevated yields, alongside key risks.
Key Equity Themes – A New Era of Opportunity
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
Latest Insights
Finding Large Opportunity in Midcaps
all angles.
Trade Truce, December FOMC in Focus
A review of the week’s top global economic and capital markets news