Commercial development and adoption of autonomous driving is being driven by accelerating AI advancements.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
The case for multisector bond funds as a core fixed income allocation.
How companies are navigating tariff uncertainty and earnings impacts.
Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.