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Showing of Insights Posts
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Article
6 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European equities: time to reassess?

Many investors remain cautious on European equities, but Multi-Asset Portfolio Manager Supriya Menon and Lead Researcher Patrick Wattiau argue it is time to consider what could go right for European equities.

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6 min
Article
2027-02-28
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Article
5 min
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3 reasons to believe in Chinese equities 

Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.

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5 min
Article
2027-03-31
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Article
4 min
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Don’t stop believin’ in emerging market equities

Multi-Asset Strategist Nanette Abuhoff Jacobson explains why emerging market equities have become her highest-conviction view across asset classes.

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4 min
Article
2027-02-28
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Article
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Opportunity ahead: Optimism or illusion?

Explore our latest views on risks and opportunities across global capital markets.

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Article
2027-01-08
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Flying with drone above the tulip fields in the North Holland, creating colorful variety of tones and geometric shapes seen from above, the tulips is a famous place that tourists visit during April and the beginning of May. Netherlands.
Article
4 min
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Disquiet in quality: What happened and what now?

Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?

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4 min
Article
2028-02-27
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Article
4 min
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Another banner year for emerging markets local debt in 2026?

Our experts highlight EM local debt's strong 2025 performance and explain their bullish outlook for 2026.

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4 min
Article
2027-02-28
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Article
7 min
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Low tide, sharp eyes: What to pick up

Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.

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7 min
Article
2026-11-03
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Article
5 min
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IPOs aren’t dead, they’re just napping

Experts from our venture capital and trading teams explore the current IPO landscape. They highlight three challenges and three opportunities for private companies aiming to go public today.

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5 min
Article
2026-07-31
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Video
2 min
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CLOs and the growth of private credit

Alyssa Irving profiles private credit's influence on CLOs, focusing on its ability to refinance lower-quality issuers and the potential benefits for the broadly syndicated market.

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2 min
Video
2026-07-31
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Whitepaper
18 min
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Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return

Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies. In addition, explore examples of customized investment solutions that have the potential to capitalize on these advantages.

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18 min
Whitepaper
2026-06-30
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Article
6 min
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There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.

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6 min
Article
2026-04-30
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Article
7 min
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Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

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7 min
Article
2026-02-28
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Categories final
Article
7 min
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Venture capital outlook for 2025: 5 key trends

Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.

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7 min
Article
2025-12-31
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Event replay
30 min
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Unearthing the unseen in geopolitics

Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.

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30 min
Event replay
2025-09-30
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