8/10/2026 Emerging Markets India’s great transformation continues Explore updated data on India's manufacturing trends and consumer spending, and what these developments mean for investors.
8/07/2026 Portfolio Strategy Portfolio construction in an inflationary era Rebuild allocations for an inflationary era by widening diversification beyond duration, integrating selective risk assets private assets, commodities...
10/06/2026 ESG Thema ESG Thema #24 - Assessing physical climate risks for soverei... Climate risks could translate into financial risks and affect sovereign debt’s pricing and sustainability.
10/06/2026 ESG Thema ESG Thema #23 - Digital Transition Series - The Social Dimen... AI presents significant economic opportunity, but realizing its benefits requires responsible deployment and strong governance.
9/06/2026 Retirement The lifecycle remix: glidepaths, personalisation and private... Discover how lifecycle investing is evolving with smarter glidepaths, personalisation and private assets to boost retirement outcomes.
26/05/2026 Capital Market Assumptions Rethinking global diversification Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink...
12/05/2026 Alternative & Private Assets Private assets: a new return architecture Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.