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Achieving Sustainability

COP 30 review – has the Belém tolled for COP?

Despite promising initiatives, progress at COP 30 was eclipsed by deadlock over fossil fuels. It could be time for a reset of the conference's role.

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Navigating Rates

Fixed Income Forward – December 2025

We favour front-end US rates and longer-dated exposure in emerging market debt from the likes of Brazil, Peru, South Africa and Malaysia.

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Equity

How Best Styles can cultivate stronger investment harvests

Best Styles is a systematic equity strategy that harvests risk premia for better investment results.

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Embracing Disruption

Battery technology

Investors are increasingly aware of China’s growing dominance in electric vehicles (EVs). Yet while the headlines often focus on the volume of EV sales, the story of China’s rise to global leadership lies in large part “beneath the hood” – making the right bet on batteries.

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Navigating Rates

Gold: the portfolio differentiator

In the first in a series on the new key components of a diversified multi asset portfolio, we explore how global uncertainty is breathing new life into one of the oldest financial assets: gold. Why is gold becoming an essential element of multi asset portfolios and a powerful tool for diversification?

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Navigating Rates

Outlook 2026: Navigate new pathways

Resilient global growth, manageable inflation and the AI boom are keeping the economy buoyant, but changing market dynamics will demand different tools across a range of asset classes, public and private.

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Impact Private Credit

Investing beyond the bottom line

Investors can help to address some of the global economy’s most pressing challenges through impact private credit, an emerging asset class focusing on a broader perspective of business value than profits to incorporate people and the planet.

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Embracing Disruption

Opportunities in Asia tech amid the AI revolution

As the global economy navigates macroeconomic and geopolitical landscapes that remain complex and uncertain, the Asian technology sector continues to innovate and grow.

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Navigating Rates

Systemic risk or isolated tremors? A credit market check-in

Events in the US have shone a spotlight on non-banking lending. While we continue to monitor banks’ exposures closely, we believe the risks are manageable.

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