In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months.

This episode revisits artificial intelligence, highlighting new advancements in generative AI and growing interest in its application across the corporate...

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

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

Gold prices have remained resilient this year, rising around 30% year-to-date.

Discover the Q3 update: Equity returns face dampened expectations and declining valuations, while bonds see volatility and lower government yields.

Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term...

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

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

This paper proposes an experiment to understand why investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts...