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Fixed income markets have entered a fundamentally different era of higher interest rates, shifting inflation dynamics and more frequent episodes of volatility. Against this backdrop, multi sector c...
Electricity demand is growing after years of stagnation, driven by electrification, reindustrialisation, and artificial intelligence, which are outpacing infrastructure expansion.
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have co...
Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
News of governments achieving their budgetary objectives or borrowing less than market forecasts has been a rarity in the last few decades. The UK Public Sector Finances report, published by the Of...
As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. A...
Today, the Supreme Court stripped away the Trump Administration's power to impose sweeping tariffs through emergency authority—but the battle over US trade policy is far from over.
Hear from Seb Stewart, Head of US Institutional Sales and Kamil Dimmich, Portfolio Manager and Partner at North of South Capital, as they discuss key EM themes and performance from the previous qua...
News of governments achieving their budgetary objectives or borrowing less than market forecasts has been a rarity in the last few decades.
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