Sustainable and transition content for responsible investors
LOIM’s Transition Investment Summit focused on how sustainability is driven by economics, as system-wide change reshapes value creation.
Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, we think short duration bonds could be a useful way to diversify portfo...
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...
This week highlighted the impact of geopolitics on the global economy and markets.
As fiduciary scrutiny expands, plan sponsors are rethinking governance models and exploring PEPs to better manage risk.
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...
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