Consider how global mega forces are impacting portfolios
Benefit Street Partners suggests avoiding a SaaSpocalypse requires lenders to look beyond software exposure and assess the durability of a company's competitive moat in an AI-driven world.
The evolution and future of softwareInvesting Insights from the Sustainable Equity Team
The Bloomberg Global Aggregate Bond Index is one of the world’s most widely used benchmarks for global fixed income. With more than 30,000 securities from more than 3,100 issuers, it reflects the b...
The AI trade is broadening beyond the Magnificent 7 as leadership shifts to semiconductor firms, while performance, valuations, and fundamentals diverge.
Investors have spent much of this year trying to understand how artificial intelligence (AI) will reshape markets and which companies are most likely to benefit over time.
Crypto is no longer fringe: rapid growth, ETF access and institutional adoption have lifted it to 1.1% of the Global Market Portfolio.
Investors must determine what the AI capital-spending surge means for long-term business durability. Quality investing has always been rooted in a simple idea: over time, shares of companies with r...
Tokenisation is moving from concept to utility. Discover why blockchain rails could reshape asset management.
Bitcoin's Rount Trip: A Fed-Driven Reversal Erases the Spring RecoveryComing off Q1's roughly 23% decline — the steepest opening-quarter drop in ...
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