- 01 Jun 2026
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events have multiplied sevenfold since the 1980s while the average death toll per event has risen fivefold....
- 29 May 2026
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
- 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
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
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.
- 21 May 2026
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
- 21 May 2026
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
- 20 May 2026
How has geopolitical uncertainty impacted active strategies?
- 20 May 2026
Why Asia now: a more resilient opportunity set against heightened global volatility.
- 20 May 2026
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
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