Sustainable and transition content for responsible investors
The yields on long bonds have risen to multi-decade highs. Debt sustainability fears have festered for years but to no tangible effect—either on investment portfolios or political debate. The most...
How investment professionals are evaluated and rewarded can have a meaningful impact on investment outcomes.
Dina Ting suggests emerging markets remain resilient and ahead of US equities, but performance varies widely beneath the surface. A multi-factor approach can help investors identify opportunities w...
Industrial expansion, supply chain integration and clean energy are transforming economic ties between Egypt and Japan.
Since 2022 and the end of the ultra-low interest rate environment in Europe, the real estate sector has undergone a significant repricing. Yields have risen sharply, while transaction volumes and a...
From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade. Apollo Partners Harry See...
In the latest edition of Mind on the Markets, our experts explore renewable energy transition’s impact on currencies, the growing importance of semiconductor in emerging markets, and how the 2026 U...
As the energy transition accelerates, which currencies stand to benefit from critical minerals, renewables, and green investment?
Asset owners need standing governance expertise to protect returns, strengthen bargaining power, and prepare for private market conflicts.
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