13/01/2026 Investment Insights Responsible Investment Views 2026 Responsible Investment 2026 examines net flows, stewardship, energy system integration, adaptation, nature finance and AI-driven ESG data—actionable guidance...
31/03/2021 Economy & Markets How hot is the inflation pot? Strategies to protect portfoli... As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....
9/03/2021 Equity The unique time for US value: rotation from growth plus inno... The rotation towards value is a key theme of our 2021 investment outlook.
8/03/2021 Portfolio Strategy Do not give up on fundamental valuations Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
25/02/2021 Real & Alternative Assets Investing in post-Covid-19 European private debt markets: fo... Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009...
8/02/2021 Emerging Markets EM Investment Opportunities for 2021 Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative...
13/01/2021 Insurance European insurers: the case for going global in the credit a... In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets.