Analysis

There are five powerful themes reshaping the investment landscape and driving corporate performance, creating winners and losers across global markets.

As emerging markets navigate deglobalisation, tariffs and regional conflicts, they are pivoting towards domestic drivers of growth and intra-regional trade....

The infrastructure fundraising environment last year has been characterised by a continuation of the shift in capital allocation dynamics that...

AI is expected to play a greater role in coming years in helping super funds to gain deeper insights into...

As the AI theme continues to unfold, investors need to understand AI’s promise and its ability to upend myriad business...

The months following President Donald Trump’s tariff announcements highlight the constant evolution of the global economy and financial markets.

The global credit market is being quietly but fundamentally repriced.

Emerging markets as an asset class have been accessible for over two decades, yet misconceptions surrounding them continue to deter...

The recent spikes in market volatility have reignited discussion about how to navigate the unknowable. However, the focus should be...

Shifting market dynamics are challenging traditional investment strategies – driving the need for real diversification in investors’ portfolios.