News and insights

As International Women’s Day highlights female economic empowerment and encourages companies to prioritize diversity in recruitment, we explore how investors can benefit from focusing on female representation.

The global economy is in the midst of a remarkable transformation, presenting investors with a unique mix of hurdles and opportunities. Over the past year, we’ve witnessed persistent trends—America’s economic resilience, global disinflation, and simmering geopolitical tensions—that are likely to shape the year ahead, though with important nuances.

The targeted and strategic deployment of capital can play a role in equipping, empowering, and augmenting the sustainable producers of the future.

In the ever-evolving world of finance, ESG investing has been riding a rollercoaster of popularity. Once the darling of the investment world, it has recently faced negative press. Yet, financial advisors across Europe find themselves at a critical juncture: how to navigate the complex landscape of sustainable investing amidst changing client attitudes and persistent regulatory pressures.

Cement is an essential material for our modern economy. With its low cost and durable characteristics, we struggle to see a scenario where it can be replaced at scale

With the rate reduction cycle starting to unfold, global listed real estate has recently morphed already into a winner

With the U.S. elections approaching, a tight race between Kamala Harris and Donald Trump is emerging. We took this opportunity to consult with our investment boutiques on their perspectives regarding the potential implications of the election outcome on financial markets and portfolios. Our focus was primarily on insights from our U.S. managers, while also considering the potential impact on emerging markets, particularly China.

Covered Bonds have a storied history spanning over 200 years, with not a single default recorded in that time.