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Financial Advice
The energy transition under Trump 2.0: What’s next?
What does a Trump 2.0 administration mean for the energy transition?
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Financial Advice
Navigating uncertainties: key investment themes for 2025
What key trends and challenges will define the investment landscape in 2025?
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Investment Management
Emerging market debt in 2025: balancing opportunities and risks
What is the outlook for emerging market debt in 2025 amid moderating inflation and evolving trade policies?
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Financial Advice
What it takes to run a global company in today’s business climate
What leadership insights does GE Aerospace CEO Larry Culp share about navigating today’s business landscape?
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Investment Management
Europe solidifies leadership in sustainable fund assets
How does Europe maintain its leading position in the sustainable fund market?
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Financial Advice
Building enduring value in an unpredictable market
In a world increasingly defined by stark extremes—growth vs. value, US vs. the rest of the world, risk vs. safety—Orbis President Adam Karr reflects on the importance of balancing long-term resilience...
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Pensions
FX reserves and the 10-10-10 proposition
Over the next 10 years the US dollar will likely surrender another 10% share of global foreign exchange reserves – but there will be no single beneficiary, with 10 different currencies all growing their...
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Investment Management
Eurozone inflation projections for January 2025 and ECB policy implications
What are the expectations for Eurozone inflation in January 2025, and how might it influence ECB policy?
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Financial Advice
Are expectations for growth stocks now a bit too high?
Seven tech giants now make up nearly 35% of the S&P 500’s market cap—up from just 10% in 2014—and drove nearly half of the index’s 2024 gains. Are expectations for growth stocks now a bit too high? Maybe...
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Investment Management
Can you build a better fixed income portfolio?
Fed Rate Pause Likely Amid Data Uncertainty says PIMCO.
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Investment Management
Insights from managing an absolute return bond fund for ten years
What insights can be gained from a decade of managing an absolute return government bond strategy?
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Financial Advice
How Japan can protect its economy from US trade measures
How can Japan effectively safeguard its economy against potential US tariffs?
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