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Investment Management
The growing role of private markets in portfolio resilience
Amid continued macroeconomic and geopolitical volatility, private markets benefit from both cyclical and structural tailwinds that allow them to play a key role in diversified, resilient portfolios
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Investment Management
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
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Investment Management
Why investors need to tread a fine line in 2026
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating.
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Investment Management
Why consider short-term emerging market debt?
Can this asset class lower risk while still delivering strong returns? Professional investors only.
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Investment Management
Global equities in 2026: AI boom, quality growth & what’s next
Global equity markets are navigating a landscape shaped by a range of factors.
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Investment Management
Financial institutions rue ignoring project risks
Issues overlooked early on in projects tend to re‑emerge as major obstacles.
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Investment Management
Private markets step into the spotlight
Access, demand, and recoveries are reshaping the alternative investment landscape for 2026. Professional investors only.
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Investment Management
Will 2026 be China’s year?
Where are the opportunities in the world’s second-largest economy?
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Investment Management
From hype to hard returns: A new era for AI?
AI has the potential to biggest productivity driver for the global economy, but the focus for investors is shifting from potential to profitability—and risk.
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Investment Management
Japan equity 2026: Reform, returns & value unlocking catalysts
Are Japanese equities on the brink of a major turning point?
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Investment Management
Where to find the ’free lunches’ in fixed income
Diversification is supposed to be the only free lunch in investing, but corporate bond investors can find many more – if they know where to look.
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Investment Management
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
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