All Angles Podcast
Visible Earnings: Financing the Future of Defense
In this episode, we describe how global defense spending is shifting from cyclical discretion into strategic necessity, focusing on how the money is being spent, why long-term earnings visibility is improving, and what new entrants mean for assessing valuations. Find out more about the opportunities and risks from a rapidly evolving defense sector.
Strategist’s Corner
Narrative to Numbers: AI’s Next Phase
Investment Insight
Portfolio Perspectives Q4 2025
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Fixed Income Insight
The Strategic Power of Security-Selection Alpha
Against a complex macro backdrop, security-selection alpha may prove to be a key driver of global fixed income returns.
Equity Insight
From Cyclical Lag to Structural Opportunity: Quality’s Path Forward
Explore how 2025's market dynamics impacted quality investing and why its long-term outlook endures despite recent challenges.
Latest Insights
Week in Review
Markets Push to Record Highs as Geopolitical Risks Fade
17 April 2026
A review of the week’s top global economic and capital markets news.
Week in Review
Though Shaky, Markets Welcome Ceasefire
10 April 2026
A review of the week’s top global economic and capital markets news.
Strategist's Corner
Narrative to Numbers: AI’s Next Phase
7 April 2026
AI has led to market disruptions, but greater disclosure as companies go public may provide the insights investors have been waiting for.