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Insights
Discover timely analysis that reveals opportunities, highlights risks, and offers distinctive viewpoints.
Understanding Europe’s lag in the AI-led equity landscape
Examining why Europe’s structural hurdles may limit its ability to close the AI gap with the U.S.
By
Magdalena Ocampo
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Quick Takes
Europe’s AI challenges and opportunities
2 min
U.S. equities regain leadership as AI fuels growth; Europe’s gains hinge on broader recovery.
By
Magdalena Ocampo
4Q 2025 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
Listed infrastructure 2025 fall perspectives
2 min
Diversifying sources of risk in a portfolio is more important than ever. GLI continues to stand out as a…
By
Emily Foshag, CFA, and Nina Liu, CFA
Latest insights
Catch up on past events
October 14, 2025
4Q 2025 Global Market Perspectives
Explore themes most likely to play a part in shaping portfolios during 4Q25.
Speaker
Seema Shah
September 23, 2025
Today’s opportunities in listed real assets: A strategic portfolio approach
The current market environment offers real estate investment trust (REIT) and infrastructure investors…
Speakers
Todd Kellenberger, CFA and Emily Foshag, CFA
August 26, 2025
Back to basics: Real estate outlook
Our real estate outlook for the remainder of 2025 and beyond.