18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
12/12/2025 ESG Thema ESG Thema #22 - Closing the gender gap in credit investing Gender-lens investing is essential: align intent & accountability, embed gender in issuer strategy, bolster data & frameworks to drive value.
1/12/2025 Real & Alternative Assets Tailwinds for Merger Arbitrage, with Europe in the fast lane Global M&A has resumed after a pause, reopening a larger investible universe for merger arbitrageurs. We discuss the outlook for Merger Arbitrage hedge...
25/11/2025 ESG Thema ESG Thema COP30: Climate finance state of play and investor ... This paper presents some important outcomes of the COP30 in Brazil and the implications for investors.
10/11/2025 Economy & Markets India’s great transformation: opportunities for global inves... In this paper we examine the multi‑faceted transformation of India’s economy and financial markets and the implications for global investors.
15/10/2025 ESG Thema ESG Thema #21 - From access to empowerment: how financial in... This paper clarifys why investors must support financial inclusion: it enhances provider profits, reduces inequality, and calls for strong policies to...
3/10/2025 Economy & Markets AI in investment research AI improves investment research by cutting data noise and helping analyse unstructured data.