As we enter the final quarter of 2025, the outlook across fixed income sectors reflects cautious optimism amid evolving macro conditions and central bank policy shifts.
In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.
In the realm of private investments, the concept of performance fee netting has long been considered a beneficial strategy for investors.
Overview of the trends and developments in the muni bond markets.
A generational shift is unfolding across the global economy.
As regional misalignments risk significant performance deviations amid trade uncertainty, let’s look at how overlay management can potentially help to guide global equity portfolios.
Overview of the current landscape across equity markets.
Supply chain resilience is not merely about avoiding downside, but enabling long-term optionality, sustained innovation, and superior capital efficiency
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Stablecoins have emerged as one of the fastest-growing segments in global finance.
