Sustainable and transition content for responsible investors
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...
With inflation rising, consumers are feeling the pinch and the Fed is weighing its options. The conflict in Iran choked the Strait of Hormuz, causing a widespread surge in energy prices. Now, sever...
As extreme weather escalates, so does physical risk to US utilities. Those with constructive regulatory frameworks, credible capital plans, strong execution and manageable leverage may offer greate...
Asia-Pacific bond markets are increasingly recognized as a resilient and distinct asset class, offering investors the potential for attractive yields, stability and diversification benefits in toda...
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