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Performance

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Fees & Charges

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Literature

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Insights

11 September 2026
Equity

Head of European Large Cap Equities

Europe: better momentum but structural hurdles remain

Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
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10 September 2026
Equity

Senior Portfolio Manager

Global Head of Emerging Market Equities

From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?

In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
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8 September 2026
Multi-Asset

Senior Economist, Multi-Asset Solutions team

Delegate OCIO & Strategist

Multi-Asset Investment Outlook 2027: Technological tailwind, geopolitical headwind

The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
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