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Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.
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...
Japan’s negative output gap masks a tighter economic reality. While traditional measures still signal excess capacity, labour markets have been persistently tight and capital may be mismeasured due...
CIO Weekly Perspectives | March 09, 2026 Asset Allocation: Does Middle East Conflict Change the Calculus? The Middle East conflict and its uncertainties, together with a shaky job market, challenge...
Korea’s value-up reforms are realizing important governance gains. Proxy voting can help cement them. Corporate governance in South Korea has become an investment opportunity. Since 2024, the gover...
European equities have made a strong start to 2026, with major indices gaining between 6% and 8% year-to-date — significantly outperforming US markets in euro terms.
There is a generational opportunity for US governments to partner with investors of Australian and American pension capital to build the infrastructure that Americans will rely on into the future.
IFM Investors, a global pension capital investor owned by 15 Australian pension funds and UK pension fund Nest, today released a landmark policy blueprint aimed at unlocking pension capital investm...
As UK infrastructure climbs the policy and investment agenda, upgrading existing assets can offer scale, resilience and long-term growth.
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