23/06/2025 Geopolitics US enters Israel-Iran conflict This update explores the potential implications of the Israel-Iran conflict and highlights the main takeaways for investors following the recent US strikes...
8/02/2023 Accessibility Statement Digital accessibility ensures that websites are designed and maintained to be easily navigable and usable by people with disabilities, following established...
23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
24/06/2025 Equity Shining a light on shareholder remuneration Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
16/06/2025 US inflation less than expected Confidence rose in May, but it is still below the levels seen at the beginning of the year.
16/06/2025 Geopolitics Our take on Israel’s attack on Iran In this Investment Talks we explore the potential implications and the main take-aways for investors after the Israel's strikes on Iran.
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
17/06/2025 Real & Alternative Assets Private diversification still attractive This paper examines the outlook for private markets and hedge funds.
17/06/2025 Global Outlook Ride the policy noise and shifts Global policy shifts create uncertainty but also resilience. Focus on diversification, long-term themes, and emerging markets.
