Euro LDI Update: Dutch pension reform – what’s the problem?
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
2026 credit thoughts – here comes the capex …
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
2026 credit thoughts – here comes the capex …
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
The early innings: Why Japan’s structural story has years to run
Riding the multi-year waves of AI investment
Riding the multi-year waves of AI investment
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability.
Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts
The early innings: Why Japan’s structural story has years to run
Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
Why investors should choose active for fixed income
Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.