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As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.
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Paul Skinner weekly market updates
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4 min
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4 min
Video
2026-04-30
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Investment Angles
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Article
6 min
Disrupting the disruptors: China’s challenge to US AI
Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.
6 min
Article
2027-08-31
Article
6 min
How is AI transforming the macro outlook? Three potential scenarios
Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.
6 min
Article
2027-06-04
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