6/03/2026 Sustainable Finance From Transition to Physical Risk: Rethinking Portfolio Management Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.
2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece dsicusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
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.
16/02/2026 Asia and EM equities lead Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
11/02/2026 Investment Insights India’s Clean Energy Moment India's policy shifts are de-risking clean energy and creating investable opportunities as private capital accelerates.
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
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.