Consider how global mega forces are impacting portfolios
Recent AI-driven volatility within the tech sector is fueling increased dispersion across the leveraged loan market with pronounced effects on CLOs.
Managing Director, is Head of Investment Platform. He is responsible for identifying synergies across our investment platforms and optimizing. This includes leveraging the strengths of our investme...
Explore the evolving ESG landscape, where shareholder power is shrinking in the US but growing in South Korea. Discover the future of investor influence.
In mining, advantage rarely comes from the technology itself. It is shaped by how effectively it is applied to the problems and opportunities experienced by our teams, how well it is integrated int...
AI is undermining traditional software. But it is forcing companies to reinvent themselves.
Past performance, historical and current analyses, and expectations do not guarantee future results....
Our research shows a link between governance and stock returns. Investors have long suspected that companies with poor corporate governance may be more prone to mismanagement and weak returns. Our...
Impact of physical climate risk the real estate sector’s climate adaptation strategies, as well as the importance of company engagement to improve resilience and the long-term return potential of...
Generalist AI grabs headlines—but vertical AI captures value. The next generation of durable software platforms will be built on domain expertise, proprietary data, and deeply embedded workflows.
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