Source intel on energy, metals, and raw materials markets – plus more
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...
The materiality of ESG factors differs across sectors and markets. Investors need to understand how. As environmental, social and governance (ESG) factors help contribute to—or detract from—securit...
We look at key trends set to drive the sustainable investment market in 2026, focusing on climate risk, energy transition, tech, Asia, healthcare, and food.
Our Platinum International Fund Portfolio Manager, David Steinthal discusses the K-shaped economy, t...
The credit markets could see increased dispersion in 2026—amplified by AI’s infrastructure build-out. The credit markets begin 2026 on solid ground, buoyed by resilient corporate fundamentals, elev...
Systematic fixed-income investing is an active approach that aims to beat bond-market returns by identifying and harnessing the factors that drive bond-market performance. Well-known factors such...
What are the key trends driving investment opportunities and concerns for sustainability in 2026? Our Sustainability Outlook focuses on three—all of which relate to the surge in artificial intellig...
Global solar installations slow after a record-setting 2025 as growth in the rest of the world fails to cover an expected 33% decline in annual additions by China. This expectation and nine other t...
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