Private markets are enjoying continued favour among institutional investors for their potential long-term returns and diversification benefits.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

Delayed climate policies disproportionately impact lower income and emerging countries. Private investments are crucial to finance their transitions.

Pension plans are increasing the share of ESG investments in their portfolios, requiring a new approach from asset managers.

Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.

A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.

The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.

Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer...

Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency...

Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.

Central banks will be aggressive in the short term as they try to re-establish credibility, with the European Central Bank a case in point.