Beyond hype: AI Benefits Taking Shape
Our recent research-driven investment trip reinforced how AI is delivering real efficiency and productivity gains...
Perspectives
Private Credit Beyond Direct Lending: The Role of Asset Based Finance for Insurers
Alok Bedekar, Senior ABS Fund Manager, explores the key features and dynamics of Asset Based Finance, and the role it can potentially play in insurer portfolios. In an environment characterised...
Latest Articles
U.S. Real Estate: Powering Through Uncertainty with Caution
Real estate fundamentals strengthened in the second quarter as resilient demand and lower levels of new supply outweighed headwinds from economic uncertainty, slower demographic growth...
Unlocking Value in DC pensions – Why Active Fixed Income Matters
Lee Hollingworth, Retirement & DC Solutions Director, explores the future adequacy problem facing the UK DC system, and how an active approach to fixed income...
Berlin’s Undersold Big Reform Package
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors. IN A NUTSHELL...
Most Viewed
Critical Metals: A.I., Defense, And The Grid Buildout
Key Takeaways: Rare earths and copper remain critical to AI, defense, electrification and broader industrial...
Focused on Fundamentals: Why Active Investing Matters in European Equities
Europe is a key part of equity allocations. We highlight the case for active management...
Oil, Iran and Global Supply Chains: Why Duration Matters for Markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock....
Trending
The Roadmap for European Infrastructure Development: Tailwinds from Capital Shifts, Regulatory Reform and Scarce Assets
Marketing Communication. Capital at risk. For Professional Investors Only. Please...
Weekly House View | No Deal, Hormuz Closed
The CIO’s view of the week ahead. The week in...
CT UK Social Bond Fund Annual Social Performance Report 2025
Welcome to the 2025 CT UK Social Bond Fund Annual...
The Next Big Theme – February
Download the latest edition of The Next Big Theme, featuring perspectives on...
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In Credit Weekly Snapshot – Rip it Up (and Start Again)
The US Supreme Court has said that Trump’s imposition of ‘emergency’ tariffs was unconstitutional. He duly announced...
UK GDP: Still not Growing Much
The UK’s gross domestic product (GDP) in the fourth quarter was weaker than expected, up 0.1% quarter-on-quarter...
Nordea Updates Sector Target and Clarifies Position on Oil and Gas Extraction
Following our progress in climate risk management over the past years, we have updated our sector target...
Weekly House View | Tech Tantrum
The CIO’s view of the week ahead. The week in review The release of a new Artificial...