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7 min
Financials EMEA Europe Article Equity Global Industry Research Institutional Large-cap
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The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

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Thibault Nardin
Thibault Nardin
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7 min
Article
2025-08-31
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multi-family-housing-neoclassical-masonic
Article
5 min
Real estate Sustainability Article Credit Investment grade Fixed income Economic cycle Institutional Global Credit Plus Opportunistic Fixed Income
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Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

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5 min
Article
2025-07-31
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Article
7 min
iStrat Strategic allocation Top of Mind Innovation Equity Institutional Public pension (DB) Article Macro and market Artificial intelligence (AI) Global Innovation Information technology
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The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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Adam Berger
Adam Berger, CFA
Brian Barbetta
Brian Barbetta
event
7 min
Article
2025-07-31
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Equity Liquid alternatives & hedge funds Opportunities and risks Sustainability Energy Sustainable investing
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Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
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Keith White
Keith White
Kinga Darida
Kinga Darida, CFA
event
2023-12-31
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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