AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
Recent volatility in US private credit has exposed strains within evergreen funds holding long-dated, illiquid loans. Felipe Berliner explains why emerging market private credit may offer a better...
It’s easy to think of winter eating as a marathon of roasts, meaty casseroles and carb-loaded dinners. But there’s much to be said for embracing the elements when it comes to vegetables, as winter...
Despite increasing geopolitical uncertainty in early 2026 driven by a more interventionist US policy stance, risk appetite remains intact, though sentiment is increasingly shaped by escalating geop...
This paper examines how geopolitical risk (GPR) is transmitted across global financial markets by analyzing its effects on equities, sovereign bonds,...
Global pension capital investor, IFM Investors (IFM), today announced that the right policy settings could lead to a further C$10 billion invested in Canada over the next 10 years, seeking risk-adj...
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Economic impact of shock is a concern but will fade, ANZ Chief Economist says.
SAFI celebrates 2 years of disciplined, factor-driven fixed income investing with strong, consistent performance and robust risk management for clients.
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