Weekly Market Update – Beyond...
Geopolitics have been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in…
25/06/25
Europe
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Article
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Podcast
Talking Heads – Investing via...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25
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Article
European strategic autonomy – Imperative,...
European strategic autonomy – Europe’s ability to act independently in key areas such as defence, energy, digital infrastructure and critical…
19/05/25
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Article
Weekly Market Update – How’s...
In April, US economic policy moves – particularly on trade and tariffs – grabbed investor attention, with spectacular consequences for…
08/05/25
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Article
Infrastructure debt – Broad opportunities,...
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private…
06/05/25
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Video
Investment outlook – Waiting for...
With the waters in financial markets stirred and the amplitude of the ripples still unclear, a cautious attitude to asset…
28/04/25