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.
The fixed income market was as “summer-y” as it gets this past month.
Faced with tariffs from its biggest trading partner, Vietnam is undergoing a quiet revolution promoting the private sector as the engine of economic growth, reducing the size of the bureaucracy and initiating massive infrastructure projects. Amy Oldenburg explains why the reforms have led to unbridled optimism on the ground.
While health care is the most obvious place to look for investment opportunities related to GLP-1 trends, we believe some of the most interesting investment opportunities, and risks, are uncovered when considering the second- and third-order effects, particularly related to the alcohol industry.
In this video, we highlight three important themes, amongst others, that we see across the global investment landscape.
Elevated market volatility and a slowing economy favor net lease investments that are characterized by durable, long-term cashflows with fixed escalations in sectors and assets that are generally less sensitive to the cyclical economy.
