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Latest Thinking
Article | February 2026
Real Estate: The Brightening Case for GP-Focused Solutions in 2026
- We see increasing evidence that the real estate sector may continue to gain strength and create potentially attractive opportunities across public and private markets in 2026.
CIO Weekly Perspectives | February 2026
Risk Assets: Navigating the Crosscurrents
- Under a resilient macro surface, risk markets are being shaped by powerful crosscurrents, driving rapid rotation across factors, sectors and regions.
Article | February 2026
Japan’s Paradigm Shift
- A landslide electoral mandate could speed up reforms, support domestic demand and push corporate cash into higher returns—key ingredients for a more durable re-rating of Japanese risk assets.