The tailwinds that supported private equity returns for much of the past decade are fading. In a market defined by higher financing costs, ...
August markets were shaped by a more hawkish Federal Reserve, flatter yield curves, and strong performance across spread sectors. Emerging market debt, high yield bonds, and leveraged loans outperformed, while investment grade credit remained stable. The Broad Markets team discusses where they see opportunities across global fixed income markets amid tight valuations and rising policy uncertainty.
Europe is undergoing its most significant economic policy shift since the creation of the euro.
Nuclear power was a growing source of energy in the United States and globally through the 1960s and 1970s.
In this quarter's webinar, our investment leaders provided an update on the signals observed in the latest private markets data.
In this video we explore how greater transparency, shifting consumer behaviour and AI are changing the consumer industry — and what this means for brand power, value and long-term investment opportunities. Watch to find out more.
Elevated market volatility and a resilient economy favor net lease investments that are characterized by durable, long-term cashflows with fixed escalations in sectors and assets that are supported by long-term structural demand drivers.
Monthly Review - July was defined by a broad selloff in developed-market rates as investors continued to assess the durability of growth, inflation, and restrictive monetary policy.
What is it? The U.S. Treasury announced a $4 billion+ buyback of longer-term UST bonds (10 - 30-year), twice the normal size.
In the second quarter of 2026, the MSCI World and S&P 500 indices staged their strongest quarterly advance since 2020, increasing 14% and 15%, respectively.
