Explore Every Angle

This month highlights semiconductors/quantum computing as one of the top trending themes and hydrogen as an out-of-favor-theme showing possible recovery.

Commodities consolidated in the second quarter as the Strait of Hormuz situation eased, but continued to outpace U.S. and global equities.

Indian equities rebounded sharply in the second quarter, as easing Middle East tensions and falling energy prices reversed the first quarter's key headwind.

This month, we discuss disruptive trends in U.S. Electrification, Semiconductors, Defense Tech, U.S. Infrastructure, AI and Autonomous Driving.

Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.