Consider how global mega forces are impacting portfolios
We analyse how Japan’s corporate governance reform is shifting from improving capital efficiency to strengthening long-term earnings power; we also explain how rising defence spending could be crea...
8,000 questions. 300 investors. One year. What LPs are asking about sustainability is changing fast and the answers now have to be measurable.
The US macroeconomic landscape is transitioning away from a classical 'Goldilocks' regime toward a more nuanced environment where softening broader activity meets persistent short-term central bank...
Alex Thorn talks with investor Jordi Visser about bitcoin, tokenization, artificial intelligence, and theses for the market over the next decade.
The Global X Small Modular Reactor ETF (SMRZ) offers exposure to SMR developers and suppliers of the components and technology that support them.
This Macroeconomic Outlook report is excerpted from the Fourth Quarter 2026 Fixed-Income Sector Views. AI fuels growth, but energy-driven inflation keeps more Fed hikes in play. The U.S. economic e...
Looks at how AI, quantitative analysis, market dispersion and public-private convergence are widening fixed income opportunities.
Entry-point valuations improved during the quarter despite a slowdown in activity amid macro uncertainty and elevated borrowing costs. Technology remained the largest sector for global M&A driven b...
Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin Amer...
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