Insights for professional investors
x
Insights for professional investors
Investment Research - so you are well informed
Lombard Odier
EM equities face renewed pressure amid US trade policy shifts, slowing growth, and investor outflows.
Muzinich & Co.
Backed by solid sovereign metrics and central bank support, Brazil corporate credit looks attractive.
Vontobel
The use of AI increases productivity, but consumes more energy. In addition, the ageing population requires more healthcare.
Apollo Global Management
Traditional 60/40 portfolios face pressure—adding private markets may minimize volatility.
Allianz Global Investors
Investing in water infrastructure is set to grow in 2025, driven by rising demand, aging systems, and the need for sustainable resource management.
DWS Group
“The tariff policy produces only losers, but we think Europe’s equities have less to lose than America’s.”
Ninety One
Financing real-world emissions reduction and leveraging engagement to drive net-zero alignment are essential.
UBS Asset Management
Despite rapid growth in renewables, much of the US electric grid is outdated.
Amundi Investment Solutions
Shifting demographics will reshape economic trajectories, investment returns, and policy priorities over the coming decades.
Syz Group
National capitalism is rising, challenging decades of globalisation with a return to state-driven economic and industrial policy.
