Content (292)
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
With significant underinvestment placing pressure on the UK’s social infrastructure, we consider how institutional capital can drive regeneration and unlock long term social and economic benefits.
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White papersGalloping across the digital bridge: Rural Asia’s Fire Horse transformation
For years, the prevailing story about rural Asia was one of a stubborn digital divide; remote villages seemingly stuck far behind the glittering megacities. Today, that story is being rewritten, says Vikas Pershad, Portfolio Manager, Asia Pacific Equities. He reveals how, across Asia’s hinterlands, a digital bridge is rapidly connecting rural communities in ways few imagined possible.
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White papersThree asset classes for European insurers to watch in 2026
As insurers enter 2026, the investment landscape remains challenging. Sovereign yield curves have steepened, credit spreads continue to trade near historical tights, and inflation uncertainty persists. At the same time, equity valuations remain elevated, while geopolitical and macro risks add further uncertainty.
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White papersTech issues: The AI debt deluge hitting bond markets
Thus far, the artificial intelligence (AI) story has largely dominated the equity market narrative. However, 2025 marked a turning point. The major AI ‘hyperscalers’ are now turning to the bond market to fuel the technology’s rapid development.
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White papersIs the UK market at a turning point?
Recent developments across private and public markets suggest the UK may be moving toward a period of greater alignment between capital, policy and fundamentals. We reflect on where selective opportunities are beginning to form and what they could signal for long‑term allocators.
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White papersDB pension schemes: Is investing like an insurer easier said than done?
The UK government recently published its highly anticipated Pension Schemes Bill, opening the door to more flexible treatment of defined benefit (DB) pension scheme surpluses. While buy-out remains the gold standard for member security, many trustees and finance teams are now exploring if, and how, running-on their scheme could work for the benefit of its members and the sponsor.
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White papersWhy Emerging Market Equities now?
Emerging market (EM) equities were among 2025’s most successful investments, outperforming developed markets (DM). In this Q&A, Michael Bourke, Head of Emerging Market Equities, explores the factors driving this rally and explains why strengthening fundamentals and supportive macroeconomic conditions are fuelling optimism about the outlook for emerging markets. He also discusses the advantage of an active, long-term approach to investing in emerging markets and shares where he sees promising opportunities.
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White papersDebts, deficits and disruptors: Revisiting the opportunity in government bonds
Focus over the past decade has been heavily concentrated on credit markets, however, we believe there is an often overlooked opportunity in the government bond market that may warrant further attention. As much as 2022 bruised investors, with the big correction seen in government bond markets as interest rates rose rapidly, we believe now may be a good time to revisit the asset class in both developed and emerging markets, particularly as credit markets become less exciting.
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White papersNavigating uncertainty: The case for active in fixed income
Benjamin Franklin said “the only thing certain in life is death and taxes”. We might add ‘market uncertainty’ to that. From the pandemic to the trade war, investors are constantly having to adapt. When volatility and uncertainty are the watchwords of the day, active management in fixed income investing could be more important than ever.
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White papersBeyond the myths: The case for investing in emerging markets
Emerging markets are gaining prominence as a strategic pillar for long-term portfolios, offering robust economic growth, structural trends, and diverse investment opportunities. Yet, many investors remain cautious – often influenced by outdated perceptions of political and economic instability.
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
Decades of underinvestment has placed untenable pressure on the UK’s social infrastructure – housing, healthcare, transport and essential services – creating systemic vulnerabilities that constrain productivity and social mobility. The scale of investment required is vast; as is the opportunity for large scale investments by institutions (otherwise referred to as institutional capital) to create positive change and tap into what we see as an abundant landscape for holistic, private markets investing.
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White papersChina’s lithium crackdown and electric vehicle price wars: What investors need to know
The boom years are over. Beijing’s crackdown on low-grade lithium, loss-making battery plants and fragmented EV brands signals a new era of discipline. For investors, the question is: who thrives when growth gets disciplined?
