A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Where to find climate adaptation investment opportunities in an era of rising physical risks.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What will U.S. action and the presidential change in Venezuela mean for investors?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Implications of AI adoption, stimulus driving economic momentum, and rising risks in private credit within sustainable equities investing.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.