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Alpha generation is the priority for our specialist investment teams, which leverage deep firm resources and expertise including global research, data science and stewardship and sustainable investing capabilities.
Explore MoreOur comprehensive and globally integrated fixed income platform and investment process support a range of solutions across public and private markets.
Explore MoreAs a leading provider of alternative investments, we leverage our differentiated position in the private markets ecosystem, as well as in the breadth of our GP relationships, to gain insights and access robust deal flow.
Explore MoreBetween Two Phases
Even if the U.S. ends its war with Iran in the next few weeks, it's uncertain whether the Strait of Hormuz will reopen in the near term, likely keeping oil prices elevated. We outline two key phases to assess where we go from here.
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Hardly Boring: Agentic AI Is Reinvigorating the Legacy Hardware Sector
- As the artificial-intelligence spotlight shifts its gaze from model training to agentic applications, we believe commodity-component suppliers could get a welcome boost.
Diversification Without Complication: The Case for Global Bonds in 2026
- Global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures.
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
- (20:53) In this episode, we break down the growing pressure on BDCs and private credit, how AI disruption is forcing a repricing of software company capital structures, and what the Middle East military conflict means for oil, inflation, and the Fed.