In The News

Filter Insights

Showing 1-13 of 1,286 Results

From Conference Room to Kitchen: How Reuse Can Reshape Real Estate

Converting offices to apartments may create opportunities for real estate investors and revitalize cities.

Peter Gordon | 06 October 2025
Is the High-Beta Train on the Right Track for Long-Term Investors?
Is the High-Beta Train on the Right Track for Long-Term Investors?

High-quality stocks have underperformed recently but might be a prudent choice for a world in turmoil.

03 October 2025
Equity Outlook: From Caution to Complacency?
Equity Outlook: From Caution to Complacency?

As riskier stocks fuel global equity gains, investors should stay focused on durable businesses with staying power.

Nelson Yu | 02 October 2025
Wing of passenger get seen through plane window, silhouetted against the sky
Aircraft Financing: Sunny Skies and Constrained Supply

Aircraft undersupply is outweighing slower economic growth.

Lucas Detor, James McManus | 02 October 2025
The peaks of roof frames for houses under construction are aligned in a row.
Global Macro Outlook: Fourth Quarter 2025

Global growth may slow as tariffs start to force up prices. We also see systemic fragilities for the longer-term.

02 October 2025
An orchard with many trees bearing ripe, red apples. Green leaves and grass add to the lush setting.
Fixed-Income Outlook: Six Strategies for Harvest Time

Position portfolios now to seize opportunities as they ripen.

Scott DiMaggio | 01 October 2025
Rate Expectations: Reading the Macro Tea Leaves and Why it’s Critical for Income Investors
Rate Expectations: Reading the Macro Tea Leaves and Why it’s Critical for Income Investors

In a chaotic global economy, Sandra Rhouma says a disciplined approach is the best way to forecast with conviction.

Karen Watkin, Sandra Rhouma | 01 October 2025
An overview of the illuminated Xi'an Bell Tower in the center of Xi'an, a historic city in Shaanxi Province, with a reddening dusk sky in the background.
Five Overlooked Themes for Equity Investors in China

Chinese equities deserve closer attention from investors who may have avoided the market amid geopolitical tensions.

Sammy Suzuki, John Lin | 30 September 2025
Why Data Centers May Help Drive ESG-Labeled Bond Issuance
Why Data Centers May Help Drive ESG-Labeled Bond Issuance

New technology may boost ESG-labeled bonds.

26 September 2025
Can AI Help Revitalize the Healthcare Sector for Equity Investors?

AI is a potential boon to healthcare companies, but business fundamentals—not the latest science—are the true test of staying power.

Vinay Thapar, Jane Bleeg | 23 September 2025
The US Exceptionalism Mall Map: "You Are Here"

Check out the latest episode of "Beyond Consensus™: Thoughts from the Dismal Roundtable." In this installment, "The US Exceptionalism Mall Map: 'You Are Here'," we’ll share our latest insights on the US economy and Fed policy, strategic portfolio positioning, and the potential impact of AI on labor and productivity.

Richard Brink, Eric Winograd, Alla Harmsworth, Inigo Fraser-Jenkins | 19 September 2025
AI vs. Demographics: Or might shrinking populations not be so bad if robots are taking jobs, anyway?
AI vs. Demographics
Or might shrinking populations not be so bad if robots are taking jobs, anyway?

One of the key variables determining the strategic outlook is the degree to which artificial intelligence (AI) can deliver productivity gains.

Inigo Fraser-Jenkins | 18 September 2025
How a Stewardship Lens May Help Sort Corporate Leaders from Laggards

Water scarcity, supply-chain risk and board-level decisions underscore the importance of a stewardship lens.

Luke Pryor, Kathleen Dumes, Erin Bigley | 18 September 2025