Insights across sectors, themes, factors, countries and more
Engagement Equities: 33 engaged companies, 5 years on. See how active ownership turns sustainability transitions into long-term returns.
Get ready each week with high-conviction insights that go beyond media headlines.
Royce Investment Partners: Even with a triple-digit positive return off the April 2025 low, many investors seem unaware of this target-rich, broad, and diverse subset of the small-cap universe.
Higher debt and rates are grabbing headlines, but earnings strength and market resilience may matter more for long-term investors.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.
Weekly CIO views: Discover why munis still offer value after strong 2026 gains. Explore Nuveen's insights on yields, inflows and h...
The gap between top- and bottom-decile US large-cap active managers is near a two-decade high as portfolio positioning becomes increasingly consequential
US Treasury buybacks signal a shift as long-end yields rise, but persistent fiscal pressures may keep yields elevated.
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