Content (177)
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White papersEM corporate debt: A misunderstood asset class
Emerging market corporate debt is a largely misunderstood asset class as general perceptions have not kept up with reality. Our Emerging Markets Fixed Income team looks at how the asset class has evolved over recent years and dispels some of the key myths surrounding it.
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White papersLet your bonds work smarter
Active management can turn fixed income into a more purposeful allocation
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White papersUnified Global Alternatives – Hedge Fund Bulletin: January 2026
Global markets delivered broadly positive performance in January, supported by improving risk sentiment amid elevated sector rotation, higher dispersion, the start of the corporate earnings season, and the nomination of the next US Federal Reserve chair.
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White papersThe power of co-investment
Roundtable with Thomas Roche-Toussaint and other industry experts on co-investments with Private Equity International
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White papersThe euro’s opportunity is now: will Europe take it?
Building on a strong 2025, Europe continues to exceed expectations in 2026. Financial integration and progress toward a pan-European bond market remain key.
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White papersThe dark side of AI: prompt injection attacks
Imagine a world where machines don’t just execute instructions but also learn, adapt and create. Artificial Intelligence (AI) agents make this a reality, powering everyday tools such as smartphone assistants, travel recommendations and navigation applications. As AI agents weave deeper into our lives, they open the door to exciting possibilities: from smarter healthcare to more efficient cities.
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White papersHousing crisis: Understanding the UK residential market gap
The UK residential housing market faces a structurally challenging outlook shaped by a decade of macroeconomic shocks and demographic shifts. Brexit, COVID-19, and the Russia-Ukraine conflict have driven inflation and interest rate hikes, with the Bank of England’s rate peaking at 5.25% in 2023. These pressures have eroded affordability, especially in London, where indexed sale and rent prices have nearly doubled since 2010, while real wages for low earners have declined by 9% since 2008.
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White papersChinese equities: The next era of growth
Adapting with disciplined agility as innovation deepens and market leadership broadens
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White papersRebuilding diversification: China, Asia and the next opportunity set
After three strong years for diversified portfolios, investors are reassessing what ‘balanced’ means in 2026: US leadership resilience, China’s shift from valuation to fundamentals, and geopolitics reshaping currency layers.
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White papersApplying AI in multi-asset investing: Beyond generative AI
Artificial intelligence is reshaping the investment landscape, but the most meaningful applications in multi-asset investing are not the ones making headlines.
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White papersThe Red Thread for alternatives – Edition January 2026
A new year brings new events, thick and fast, with the US administration following new policies both home and abroad. The abduction of the Venezuelan leader alongside recent threats of new tariffs on European nations disagreeing to a Greenland deal persists a sense of enduring geopolitical tension. At home, the leveling of criminal charges against Fed Chair Jerome Powell in relation to testimony regarding renovations to the Fed’s building reinvigorates concerns about the longer-term independence of monetary policy. Leading commentators have highlighted that this may have the exact opposite effect on longer-term rates if it leads to the Fed loosening policy and inflation flares.
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White papersPositioning for growth: 2026 Outlook for Emerging Market Equities and Fixed Income
Emerging markets (EM) include countries that span the whole gamut of policy quality, growth dynamics and political cycles, leading to a diverse and dynamic investment universe. Many EM countries currently have stronger monetary credibility, healthier balance sheets and better inflation control than some developed markets. EM investment opportunities span multiple return drivers from domestic consumption and digitalization to sovereign credit reforms and local interest rate cycles.
