insights.

High-quality companies, robust earnings and attractive valuations offer a positive backdrop for key FinTech equity themes in 2025 – including rising M&A and the evolution of cryptocurrencies and digital payments.

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 

The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

Sustainability challenges are interconnected and complex. So are the opportunities. Our Transition Investment Summit engaged the audience to pinpoint investment areas advancing circularity.

How can private-equity investments cut plastic waste? We consider a portfolio company providing concentrated and refillable personal and household products.

Explore a day in the life of plastic waste today. Then discover the world of tomorrow’s plastic value chain in a circular model.

The Asian countries we like the most in 2024 – India, Indonesia and the Philippines – have the strongest macro outlook in the region. In our latest Asian equities outlook, we explain why China isn’t among that group – and the measures we believe would best support growth.