Sustainable and transition content for responsible investors
European private credit can offer pensions enhanced yield and diversification. We discuss four key types: collateralised loan obligations, direct lending, broadly syndicated loans, and distressed c...
European bank results for the first quarter of 2026 have revealed a strong start to the year, allaying some of the concern that the prolonged conflict in the Middle East might impact bank fundament...
Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...
The Nikkei’s strong rally is less a reflection of yen weakness and more driven by global tech sentiment, particularly the semiconductor capex boom. At the same time, Japan’s structural transition a...
US and Chinese institutions are the leaders of this health-sciences field.
As market conditions shift, opportunities stand out. With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...
In our latest Insight Matters report, we explore a world undergoing rapid change, shaped by shifting geopolitics and the accelerating impact of artificial intelligence.
Private credit is becoming the engine driving Europe’s energy transition. We are living in an era of rising electricity demand. The electrification of vehicles and buildings, the construction of AI...
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