8/07/2026 Retirement Pension Funds Letter 27 - An Age of Empires: Retirement investing through a new era Review the takeaways from Amundi’s World Investment Forum on retirement pressures, shifting alliances and climate finance, while extending the analysis...
8/07/2026 Portfolio Strategy Portfolio construction in an inflationary era Rebuild allocations for an inflationary era by widening diversification beyond duration, integrating selective risk assets private assets, commodities...
9/06/2026 Portfolio Strategy The lifecycle remix: glidepaths, personalisation and private... Discover how lifecycle investing is evolving with smarter glidepaths, personalisation and private assets to boost retirement outcomes.
12/05/2026 Real & Alternative Assets Private assets: a new return architecture Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.
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...
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.
11/02/2026 Cross Asset Research Cross Asset Investment Strategy - February 2026 Gold, silver and copper repriced in January as markets weigh Fed chair nominee Kevin Warsh, but industrial metals remain supported by the AI buildout.