Consider how global mega forces are impacting portfolios
The search for yield, diversification and capital-efficient income is driving change. Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market return...
How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have dev...
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
Global markets face a more stagflationary backdrop as inflation pressures intensify, growth diverges and central banks stay on alert. Tech and artificial intelligence investment continue to support...
Understand the evolving artificial intelligence investment theme and find out where the opportunities and risks currently lie across tech supply chains.
India’s weight in the MSCI Emerging Markets Index has declined sharply, while Taiwan and Korea gain amid capital shifts toward AI-driven semiconductor markets.
Voluntary benefits have outgrown their "extras" label and are now central to the employee experience. Smart benchmarking, curated design and claims innovation drive real value.
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