Sharing insights

As active managers, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.

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Asset Class - Equity
Asset Class - Fixed Income
Asset Class - Multi Asset
Asset Class - Private Markets
Critical commodities
EM debt: stability emerged
Infrastructure
Investable Theme - Asia Now
Investable Theme - Diversification Re-Engineered
Investable Theme - Resilient Income
Investable Theme - The Age of AI Disruption
Macro
Rebuilding Europe’s autonomy
Sustainability

AI Decoded: 10-K filings - reading between the risks

Explore how AI and NLP analyse 10-K risk disclosures to identify changing corporate risks and support systematic equity investing.

Income Focus

Should I invest in property or an income fund? Alexander’s dilemma

Alexander planned to rent out his parents' old apartment. But should he sell it and invest the proceeds in an income fund?

How we invest sustainably

Digital resilience in the era of AI

As digital technologies become more embedded in the global economy, their resilience is becoming a critical investment issue. We see digital resilience as a shaper of long-term value creation.

Explore Insights

Outlook and commentary

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.

Sustainable Investing and Stewardship Report 2024