Content (181)
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White papersPrivate markets: The Red Thread – Alternatives, mid-year edition 2026
Active portfolio management in uncertain times
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White papersHedge funds: The Red Thread – Alternatives, mid-year edition 2026
2Q26 outlook - The conflict in the Middle East and subsequent closure of the Strait of Hormuz are shifting the global economy from a ‘goldilocks’ state (steady growth and falling inflation) towards stagflation (lower growth and rising inflation). The recent rebound in risk assets, albeit welcome, may prove short-lived; supply chain disruptions are underway as energy prices and shipping costs rise and global inventories are depleted.
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White papersPrivate equity: The Red Thread – Alternatives, mid-year edition 2026
Private equity returns had a strong quarter, with steady fundamental performance during a turbulent 1H26 that contained several surprises. Artificial intelligence (AI) fears weighed on software valuations in private equity (PE) portfolios, as funds scrambled to assess the threat of AI to business models. Public software valuations continue to face pressure in AI‑exposed segments, although the market is becoming more perceptive to business model differences. This repricing in public markets increases the risk of delayed spillover effects on private software valuations.
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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
