High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

Europe aims to boost productivity through policy reforms and investments to restore competitiveness.

Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.

A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

Leveraged loans are increasingly relevant for investors, given their historic performance, attractive yields and benign default dynamics.

This article explores barriers to retirement savings, highlighting behavioral factors like procrastination and present bias, and discusses effective reforms...

The 2025 Hedge Fund Investor Barometer reveals insights from over 200 investors on risks, opportunities, and the role of alternative investments in portfolio...

Hedge funds will offer interesting opportunities in the first half of the year, providing appealing diversification benefits for global portfolios.

Explore why measuring scope 3 emissions is a challenging task and the implications of their integration for investors

Tightening budget constraints, high debt levels, and ageing populations are exacerbating the need to build supplementary and funded pension plans.

This paper helps to understand how useful AI can be in improving ESG data.

This article explores how responsible investing (RI) is shaping private equity (PE) practices, emphasizing governance and the industry's role in addressing...

This paper examines the 2025 outlook for private markets

Climate and biodiversity: explore the main outcomes of this year's COP16 & COP29 and uncover investment opportunities in nature-based solutions