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...
9/05/2025 Real & Alternative Assets Tailoring real and alternative assets to illiquidity appetit... Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
31/03/2025 Economy & Markets Empowering transformation in Europe Europe aims to boost productivity through policy reforms and investments to restore competitiveness.
31/03/2025 Equity Equity sectors: a mix of Growth and Value to navigate the ch... Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.