The Housing Crisis is not Only About Rent
From Singapore to New York, the hidden affordability story lies in spending power, not housing...
Perspectives
Higher Oil and AI Concerns Drive Risk-Off Move
From the studioVideo: CIO Monthly | Mark Haefele on AI earnings, energy prices, and interest rates (4 mins) Video: Market Playbook | Why bank stocks are falling amid rising rates...
Latest Articles
Japan Beyond the Reform Story: Focusing on the Next Opportunities
New bottom-up opportunities amid the ongoing structural shift, changing economy Japan’s investment story is evolving beyond corporate governance reform. Economic normalisation, rising wages, increased capital...
Weekly House View | Tech Tumble
The CIO’s view of the week ahead. The week in review The S&P 5001 fell 1.9% last week, hit by a tumble in big tech...
ETF Inflows Ease But Q3 Still Strongest on Record
ETFs gathered $42 billion in September as the pace of flows into core equity exposures moderated. Fixed income ETF flows ticked up slightly. Europe-domiciled ETFs...
Most Viewed
Multi-Asset: September Monthly Commentary
September’s strong economic growth and persistent inflation pulled markets in different directions. Global equities held...
View From the Markets: Tightening Again
The Iran conflict started in February, and markets have feared higher interest rates ever since....
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...
Trending
U.S. Real Estate: Powering Through Uncertainty with Caution
Real estate fundamentals strengthened in the second quarter as resilient...
Unlocking Value in DC pensions – Why Active Fixed Income Matters
Lee Hollingworth, Retirement & DC Solutions Director, explores the future...
Berlin’s Undersold Big Reform Package
Berlin’s 34‑point reform program could be a major success because...
Beyond hype: AI Benefits Taking Shape
Our recent research-driven investment trip reinforced how AI is delivering...
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Critical Metals: A.I., Defense, And The Grid Buildout
Key Takeaways: Rare earths and copper remain critical to AI, defense, electrification and broader industrial resilience. Supply...
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 and argue...
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. With strained...
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 read fund legal documentation before making any...