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Discussing the topics that matter

As a global active asset manager we are driven by the belief that insight and understanding are the keys to investment success. Check out our latest updates on the issues moving capital markets.

Outlook and commentary

Outlook 2026: Navigate new pathways

Resilient global growth, manageable inflation and the AI boom are keeping the economy buoyant, but changing market dynamics will demand different tools across a range of asset classes, public and private.

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Embracing Disruption

Opportunities in Asia tech amid the AI revolution

As the global economy navigates macroeconomic and geopolitical landscapes that remain complex and uncertain, the Asian technology sector continues to innovate and grow.

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Embracing Disruption

AI’s Water Footprint: Risks, Innovation, and Opportunity

AI growth drives water demand for cooling, power, and chips, raising sustainability and regulatory risks in water-stressed regions.

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