Insights across sectors, themes, factors, countries and more
Congress wraps up before the midterms as lawmakers weigh data center and stock-trading bills, and the SEC considers e-delivery and will start operating with just two commissioners.
Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.
Learn how investors can evaluate AI heat-risk models, validate company-level data, and translate extreme heat exposure into cash flow and valuations.
Beata Manthey and David Groman discuss why they see the year's market gains as a sign of resilience and not complacency. The macro and earnings backdrop matters more than headwinds from rates, geop...
A regulatory rollback worth watching.
Spanish private capital fundraising reached an all-time high in 2025, with Spain-based managers closing €11.4bn across 61 funds
From the role of bonds in balanced portfolios to the companies shaping emerging markets, this Upfront episode explores where Baillie Gifford investors are seeking long-term growth in an ever-shifti...
Yes. Europe’s sector mix is better positioned for today’s environment than it was during the low-growth, low-rate, underinvestment regime of the prior decade.
U.S. industrial real estate could be entering a new phase of growth, driven by structural forces, rather than cyclical ones, including AI investment, automation and manufacturing reshoring.
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