Sustainability

Sustainable and transition content for responsible investors

How the Circular Economy benefits from resource scarcity, AI and supply chain disruption
  • 21 hours ago

Circular economy investing taps resource scarcity, AI and supply chain disruption to drive efficiency, resilience and long-term growth.

Electrifying against volatility: How to get it right
  • 21 hours ago

Geopolitical instability and climate-related disruption are making electrification a resilience issue as well as a sustainability one. How can you better assess and manage the risks?

Global Rates & FX Views: Global bond selloff & credit impact
  • 11 Oct 2026

Please join Sphia Salim in discussion with Ralf Preusser and Meghan Swiber alongside our colleagues from credit (Neha Khoda, Head of US credit strategy and Barnaby Martin, Head of European credit s...

Weekly Macro Pulse
  • 11 Oct 2026

Throughout the first half of 2026, private markets have shown resilience amid rising macroeconomic crosscurrents.

Asset Management: Monthly Macro Insights - October 2026
  • 10 Oct 2026

As the end of 2026 approaches, the global economy is being pulled in opposite directions. Massive investment in artificial intelligence continues to support growth and financial markets, while geop...

Five Battles to Define Markets in 2026 Q4
  • 09 Oct 2026

Of the many stories that have defined equity markets through the first three quarters of 2026, none have been more impactful than the continued resilience of corporate earnings in the face of risin...

VantagePoint: The Iran War Fuels the Case for Portfolio Resilience
  • 09 Oct 2026

Geopolitical shocks often fade quickly in markets. The Iran War is testing that pattern. Alternative shipping routes, inventory drawdowns, additional supply outside the Middle East, and an earlier...

Markets are looking for a new upswing, torn between the economy's resilience and rising interest rates
  • 09 Oct 2026

By Nicolas Bickel, Group Head of Investment Private Banking & CIO

The French Bond Blow Out
  • 09 Oct 2026

France’s bond market turmoil highlights growing investor concerns over fiscal sustainability amid persistent deficits and political uncertainty.