- 29 May 2026
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East conflict broke out. Nevertheless, equity markets have outperformed both the US and Europe so far...
- 29 May 2026
Explore the trends reshaping European real estate opportunities today.
- 29 May 2026
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
- 29 May 2026
For asset owners, the key question is where and how active strategies can be most effective.
- 28 May 2026
What does the TOPIX say that the Nikkei doesn’t?
- 28 May 2026
Valuation spreads suggest quality style tailwinds may be near for non-US equities.
- 28 May 2026
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
- 28 May 2026
With spreads tight and dispersion rising, the tools investors use to judge performance matter more than ever.
- 28 May 2026
Bond markets are pricing the war in Iran. Equity markets are not. That divergence has become a defining feature in the past month.
- 26 May 2026
Given recent AI disruption fears and subsequent share price falls, should software stocks be on value’s radar?
- 26 May 2026
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
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