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House View Q4 2025: Active and vigilant

Markets are coming to terms with a new reality that requires caution. But this evolving backdrop may open the door to opportunities for actively positioned investors.

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Equity

Ten Reasons to (re)consider China Equities

The last decade has been a rollercoaster for China equity investors. Shifting policies, geopolitical tensions, and uneven growth have driven sharp market swings.

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by Tessa Wong , William Russell | 15/10/2025

Sustainability | ~4 min read

Sovereignty - a growth catalyst?

Sovereignty is becoming a key theme across Europe, encompassing the ability to self-govern. We examine how this could fuel growth in the region.

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by Christophe Hautin , Mark Wade | 15/10/2025

Embracing disruption

Unlocking India’s energy transition: opportunities and challenges

India’s energy landscape presents a striking paradox. On the one hand, coal consumption has surged in the post pandemic period. On the other hand, India is rapidly emerging as a major force in renewable energy.

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by Shannon Zheng | 15/10/2025

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