Content (2)

  • Trade Turbulence - From Disruption to Opportunity

    Webinar

    Trade Turbulence - From Disruption to Opportunity

    18 June 2025

    For over a decade, the US has dominated global equity returns. As ‘American exceptionalism’ comes to an end, where should investors look for medium-term returns? What are the ex-US opportunities in developed markets, and what are the prospects in emerging markets?

  • Navigating the New Multipolar Investment Landscape

    White papers

    Navigating the New Multipolar Investment Landscape

    22 April 2025

    The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by American mega-cap stocks to a more diversified and multipolar framework. This change, catalyzed by macroeconomic uncertainties and technological disruptions, demands a re-evaluation of portfolio strategies to mitigate risks and seize emerging opportunities.