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Professional Investors
Private credit under the hood: Separating headlines from fundamentals
Private credit under the hood: Separating headlines from fundamentals
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the...
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Professional Investors
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
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Professional Investors
Conflict keeps Europe cautious
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East...
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Professional Investors
Direct, indirect or hybrid? Exploring employee ownership options
Direct, indirect or hybrid? Exploring employee ownership options
How do employee ownership structures differ in practice?
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Professional Investors
Why now for global technology investing?
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach.
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Professional Investors
European asset managers reassess outlook after Q2 reversal
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
Professional Investors
Renewable energy could define winners and losers in emerging markets
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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Professional Investors
Asia multi-asset in a fragmented world
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
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Professional Investors
Emerging markets debt holds firm amid rising geopolitical tensions
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing...
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Professional Investors
Tracking Trillions: The assumptions shaping the scale of the AI build-out
Tracking Trillions: The assumptions shaping the scale of the AI build-out
The AI CapEx debate is usually framed as a demand-side question—will adoption justify the spend?—but...
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Professional Investors
Small but mighty: The defensive power of smaller companies
Small but mighty: The defensive power of smaller companies
Are smaller companies an underappreciated diversification tool?
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Professional Investors
Identifying the real opportunities in AI
Identifying the real opportunities in AI
Which stocks have surprisingly high exposure to the AI boom?
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