Recent geopolitical developments in the Middle East, including the war in Iran, reinforce the importance of strategic autonomy and resilience for Europe.
After years of technology dominance, market leadership appears to be shifting. Will it last? The artificial intelligence (AI) trade that has dominated equity markets in recent years is showing sign...
CIO Weekly Perspectives | March 23, 2026 Fixed Income: Why This Is Not 2022 The echoes of 2022 are loud but misle...
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the March Fed meeting, the updated dot plot and summary of economic projections, and the diffic...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
China and South Korea, two of Asia’s most dynamic markets, have fared very differently in 2026.
The secondary market is gaining momentum, supporting a positive outlook through 2026.
Over the coming decade, we expect high-quality private equity funds to outperform public equity portfolios.
Energy is not the only interrupted commodity. Ryan Boyle explains.
The rising stress in private credit highlights the importance of differentiation.
• Three weeks after the US-Iran conflict began, there is no clear resolution in sight. • Meanwhile, US-China tensions persisted even though talks had resumed. • Central banks are caught be...
Although navigating by the stars can seem brave and adventurous, we would not recommend it on financial markets. Better be equipped with a solid compass!
Capital Market Assumptions (CMAs) are an essential part of portfolio construction, but they can add unintended risks. Our approach rearranges the process, connecting risk assumptions directly with...
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
While the year began with ever-shifting winds of change from the second Trump administration, these have settled into a more modest headwind.
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