Reflections on M&A Activity: Let the Circle Be Unbroken (First Eagle Investments)
Though middle market direct lending volumes have firmed relative to a moribund 2022–23, Federal Reserve easing has…
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What Increased Index Concentration Means for Active Investors (Robeco)
Mega-cap dominance has reshaped the landscape of active investing, creating both opportunities and risks. While…
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Emerging Markets Insights: China Plays Catch-Up (Franklin Templeton)
DeepSeek’s success and a lessening in geopolitical risks are positive for emerging markets, which still face…
Talking Heads – U.S. Small Caps: Looking beyond the Near-Term Uncertainties (BNP Paribas AM)
BNP Paribas Asset Management present their latest thinking on small caps.
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As the second month of this year is already coming to a close...