18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
6/05/2024 Emerging Markets Climate investing is an opportunity for Emerging Markets Delayed climate policies disproportionately impact lower income and emerging countries. Private investments are crucial to finance their transitions.
14/12/2023 Retirement Pension plans embracing ESG demand new investment approach Pension plans are increasing the share of ESG investments in their portfolios, requiring a new approach from asset managers.
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportuniti... Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
6/06/2023 Emerging Markets Indian assets are poised for growth in investors' portfolios A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.
4/04/2023 Economy & Markets A rocky net zero pathway calls for a new approach to portfol... The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.