With their potential to enhance returns, diversify portfolios and capture an illiquidity premium, private assets have become increasingly attractive to…
11/08/26
In the 2026 edition of our Long-term asset allocation study, we present our expectations for returns over five, 10- and…
14/05/26
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects…
02/02/26
Over the past decade, private debt has emerged as a mature asset class within global financial markets. It encompasses a…
15/10/25
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen…
09/10/25
Both interest rates and credit spreads influence bond performance. Both are typically negatively correlated, providing attractive diversification potential for fixed…
23/09/25
