Overview

Environmental, Social and Governance

Performance

Key Facts

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Full Portfolio Holdings

Literature

Fund Managers

Insights

21 October 2025

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Battling the elements: will climate change reshape defence spending?

From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
21 October 2025

In Credit Weekly Snapshot – Up, up and away

Government debt continues to dominate discourse, with the IMF predicting that globally it will soon exceed 100% of global GDP. Elsewhere we saw regional bank problems in the US and more trouble for France. Read on for a breakdown of fixed income news across sectors and regions.
20 October 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Around the World in 240 seconds

This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.