Talking heads – The strategic...
Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity…
13/02/23
Private assets
-
Podcast
-
Article
Babies and bath water: Is...
The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen…
30/11/22
-
White paper
Investment Outlook 2023 – Investing...
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
-
Article
European infrastructure debt – Navigating...
Infrastructure debt’s resilience as an asset class was demonstrated during the pandemic. However, new challenges have arisen. A key concern…
05/10/22
-
Podcast
Talking heads – As an...
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for…
03/10/22
-
Article
How can investors aid pandemic...
Covid-19 taught us important lessons on pandemic preparedness. How can we plan for the future, and how can investors help…
09/09/22