Talking Heads Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role…
19/03/25
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Insights 1776
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Podcast
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Article
Investment case for water remains buoyant
Investing in the water value chain – including infrastructure, technology, and services – can help investors achieve sustainable returns over…
19/03/25
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Article
Weekly Market Update On shifting sands
Like shifting sands, fast-moving events are forcing investors to continually readjust their policy and market outlook expectations. Economic prospects for…
18/03/25
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Article
Valuations expansion in the US equity market: A century-old perspective
The US equity market posted exceptional returns over the decade that ended in 2024. However, a large proportion of the…
17/03/25
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Graph
Graph of the Week - Surprising European equities
As noted in our latest Monthly Market Viewpoint, one of the biggest surprises during the first quarter of 2025 has…
14/03/25
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Article
Combining good social practices and successful business for robust returns
Companies with successful business models and positive social practices – those that address issues such as inequality and social mobility…
13/03/25
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Article
Weekly Market Update A little disturbance Really?
Since the start of March, financial markets have had to deal with forces not directly linked to either domestic economic…
12/03/25
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White paper
ETF Watch March 2025
UCITS ETFs continued their ascent in February, capturing €33 billion of inflows. Equity ETFs again attracted the lion’s share of…
11/03/25
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Podcast
Talking Heads Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues…
11/03/25
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Article
Monthly Market Viewpoint Not so exceptional after all
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7…
10/03/25