Decoding Software: Growth, Moats, and the AI Reckoning
Long Term Capital Markets Expectations: July 2025
Banks Leading the Charge in International Equities
Quarterly Portfolio Perspectives
Staying Steady When Markets Shift
Markets in Motion: Shifts Transforming Economies and Markets
We are excited to launch the inaugural session of The Inside View, a quarterly webcast series designed to explore the forces reshaping economies and markets worldwide.
In this first episode, our industry experts will discuss how accelerating economic and market shifts across the globe have significant implications on asset allocations.
Recorded on July 28, 2025
Five Key Themes for the Second Half of the Year - Fixed Income
Global markets in 2025 face policy uncertainty and macro volatility. Fixed income offers de-risking potential, while EM local currency debt benefits from US dollar pressure. Private credit faces challenges.
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
Strong US Data Lowering Odds of Multiple Fed Cuts
A review of the week’s top global economic and capital markets news
Sustainability in Action: Defense as Resilience
