MACROECONOMICS
Too hot to grow: The economic costs of extreme heat
Extreme heat is emerging as a structural economic risk, with Europe highly...
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield...
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging...
Payment on delivery
Execution is key to returns in European infrastructure.
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That...
The seven deadly sins of investing
Peter Smith delves into seven common behaviours that can be damaging for...
Fed Chair change puts bond markets in focus
Will the Fed cut rates this year?
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic...
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been...
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global...
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across...
