Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
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Despite rapid growth in renewables, much of the US electric grid is outdated.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.
KKR
APAC IG credit is often misunderstood but has matured into a robust, sophisticated, and diversified asset class.
Natixis Investment Managers
Germany’s return to spending could have positive economic spillovers across Europe.
Morgan Stanley
This year is about delivering next-gen tech to customers—winners will embed AI holistically to create standout user experiences.
Global Trade
The USA itself will be the victim of Trump’s trade policy.
Macquarie
Economic reforms, strong demographics, and fiscal prudence are creating long-term investment opportunities in the Philippines.
