Investment Outlook 2026 – The...
Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience. Growth forecasts…
08/01/26
Thematic investing
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Article
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Article
COP30: Key outcomes and investment...
The latest COP30 climate summit, marking the 10-year anniversary of the Paris Agreement, had been heralded as the long-awaited ‘COP…
18/12/25
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Rising AI capital spending will...
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
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Article
Multi-asset portfolios - Striking the...
Our latest paper “Multi-Asset Portfolios with Active and Passive Funds: A Robust Portfolio Optimization Framework” introduces a practical and scalable…
10/12/25
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Article
Megatrends – A multi-decade investment...
Global megatrends are multi-decade themes with significant implications for society, the economy and investors. They are driving a wave of…
05/12/25
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Article
European strategic autonomy: A long-term...
This article is part of our 2026 Investment Outlook. Europe is deepening its quest for strategic autonomy. What began as…
20/11/25