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.
29/09/2025 Economy & Markets Stablecoin: extending the reach of money into the digital er... Explore how regulation, institutional adoption, and innovations are reshaping the cryptocurrency landscape, highlighting both opportunities and risks.
23/09/2025 Economy & Markets Cryptocurrencies break into the mainstream Explore how regulation, institutional adoption, and innovations are reshaping the cryptocurrency landscape, highlighting both opportunities and risks.
1/09/2025 Real & Alternative Assets Private Debt at a Turning Point: Risks and Opportunities as ... As traditional banks retreat from lending markets, Private Debt is stepping in to fill the gap — with risks and opportunities.
31/07/2025 Capital Market Assumptions Asset Class Returns Forecasts H1 2025 Mid-year update on expected returns across asset classes over a 5- and 10-year horizon.
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
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.