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2025 YEAR-END LETTER: EVENT-DRIVEN STRATEGY
  • 22 hours ago

In this year-end letter, Doug Francis and Cole Weppner discuss Event-Driven Strategy results for 2025 and their outlook for 2026.

A climate signal is emerging in U.K. winter rainfall, and models may be underestimating it
  • 22 hours ago

Discover four ways U.K. winter storms are changing, what’s driving the shift, and how re/insurers can respond.

Cryptos, Stablecoins and Sovereign CBDCs
  • 22 hours ago

How should SWFs and Asset Owners rethink crypto assets in 2026? By Winston Ma, Partner of Dragon Global Family Office; Former MD, China Investment Corp (CIC)

EMEA Investment grade examined 2026 - The importance of portfolio construction
  • 22 hours ago

While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against...

Emerging Markets Insights: War in Iran and falling tariffs
  • 22 hours ago

Operation Epic Fury and the impact on the equity risk premium and inflation risks, in addition to US tariffs the China National People's Congress are three things to watch in this month’s Emerging...

Energizing autonomy: Europe’s new power play
  • 22 hours ago

Europe has entered a moment in which sovereignty is no longer a lofty political ideal but a pressing strategic imperative. Europe’s energy transition has evolved from primarily an environmental age...

Fighting Words: The Energy Transition in 2026
  • 22 hours ago

This year we tackle the fiercest energy debates— from data centers and power prices to the “primary energy” fallacy and more.

In Credit Weekly Snapshot – Everybody wants to rule the world
  • 22 hours ago

With the invasion of Iran, geopolitics is once again dominating proceedings.

Iran, energy shocks and the inflation challenge
  • 22 hours ago

As the US-Israeli military operation in Iran enters its fourth day, markets are continuing to react to rhetoric from both sides and attempting to gauge how long the conflict may last and what the i...