10/07/2026 Geopolitics Investing in a ‘Low Trust’ World How geopolitics is changing the investment playbook in a new global order where trust among countries is rapidly eroding.
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.
12/12/2025 Investment Insights Catalyzing capital for gender equality: A guide to scaling g... Gender-lens investing is essential: align intent & accountability, embed gender in issuer strategy, bolster data & frameworks to drive value.