insights.

Investors need efficient core and differentiated active solutions, embedded convexity and conviction in the economic transition underway.

Amid growing geopolitical tensions, trade disputes and successive global shocks, investors may find opportunities in the disruption.

The ultimate winners are likely to be the nations and firms best able to translate AI breakthroughs into a fully functioning AI ecosystem.
 

The Hormuz oil shock cements the role of clean electrification in the diversified and resilient energy systems essential to national security.

How should investors respond to higher yields? The fixed income team shares its views on diversified duration, selective credit and France.

As growth improves and interest rates rise, adjusting portfolios through dynamic risk allocation can help sustain strong performance.

Perceiving nature as productive regenerative capital, we see opportunities to invest across value chains where restoring landscapes is fundamental to long-term growth potential and resilience.

Rather than a new hiking cycle, we expect an ongoing recalibration as attractive all-in yields offer opportunities for investors.