insights.

LOIM’s Transition Investment Summit focused on how sustainability is driven by economics, as system-wide change reshapes value creation.

LOIM offers access to a wide opportunity set in asset‑backed lending by partnering with specialist managers through our co-investment model.

The company-led transaction illustrates the evolving toolkit required to access attractive growth assets in today’s secondaries market.

Resilient earnings, a reset in equity and fixed income valuations and selective AI interest helped markets move past the Iran war shock. 

Hyundai’s acquisition of innovator Boston Dynamics signalled a visionary strategic pivot from autos into humanoid robots and physical AI.

As the Q1 earnings season approaches, we consider the extent to which US corporate earnings will be harmed by disruptions to the oil supply.

We favour sticking to medium-term convictions – and capitalising on short-term dislocations – as the energy shock continues to play out.  

Alibaba’s digital ecosystem integration reinforces its leadership in e-commerce, while new AI tools broaden its reach across industries.