19/08/2026 Capital Market Assumptions Asset Class Returns Forecasts H2 2026 H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
30/04/2026 Retirement Pension Funds Letter 26 - Funding autonomy & accelerating re... Take a closer look at the role of European fixed income in strengthening strategic autonomy, and consider the implications of different pension reforms...
7/04/2026 Crisis highlights diversification The Iran crisis has triggered a repricing in equities, with most regions coming under stress - US more so than others, year to date.
18/03/2026 Real & Alternative Assets 10 themes for private assets in 2026 Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.
16/03/2026 Markets on a roller coaster The crisis will likely accelerate Europe’s shift to strategic autonomy and greener energy to reduce geopolitical risk.
4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment vi... The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
24/02/2026 Economy & Markets Our convictions remain unchanged despite the return of tarif... Some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated.