White papersFed rate hike: Three views on what’s next
The US Federal Reserve’s decision to raise interest rates by a quarter percentage point this month marks a significant shift in monetary policy as the central bank seeks to dampen war-induced inflationary pressures. Although it is the first time the Fed has hiked rates since July 2023, in some respects it represents a return to normal after many years of artificially low borrowing costs.
White papersWhy market structure rewards active management in local currency EMD
Local currency emerging market debt (EMD) has matured into one of the most diverse opportunity sets in global fixed income. Issuance has grown, liquidity has deepened, yield curves have developed, and the ownership base has broadened across domestic and international investors. For many emerging economies, a functioning local bond market and credible monetary policy are now signals of economic development rather than aspirations.
White papersFocus on the broader EM opportunity – not just the tech titans
Emerging market equities have staged a powerful comeback, led by AI-related companies in Korea and Taiwan. However, the bigger long-term EM opportunity favors a systematic, broad-universe approach.
White papersSystematic fixed income: Bringing diversification benefits to credit portfolios
Systematic credit is still a small part of fixed income, but its portfolio role is growing. For credit allocators, it can offer a disciplined and differentiated source of diversification.
PodcastInvesting in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. From the surge in energy demand driven by data centres to the urgent need for water security and food resilience, the environmental asset class is evolving rapidly.
Asset Manager NewsActis launches Yeltica Energy, a new greenfield Mexican renewables platform anchored by solar PV and battery storage tender award
LONDON, 17 September 2026: Actis, a leading growth market investor in sustainable infrastructure, today announced the launch of Yeltica Energy, a new greenfield renewable energy platform in Mexico targeting 2GW+ of generation capacity.
White papersMacro brief: AI in Europe Part 2 – Comparing capex and strategy
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
White papersSeizing the euro fixed income opportunity with flexibility and diversification
Europe’s fixed income landscape has undergone significant changes in recent years and become a segment difficult to ignore within the global bond universe.
White papersMarkets look past the noise
The investment environment in 2026 continues to be shaped by geopolitical uncertainty, evolving inflation dynamics and the accelerating impact of artificial intelligence (AI). Renewed tensions in the Middle East have reintroduced inflation risks through higher energy prices, while AI-related spending is creating upward pressure on inflation in some sectors. As a result, central banks are expected to maintain restrictive policy settings for longer than previously anticipated.
White papersFinal frontier: Six reasons to explore the space economy
Investor enthusiasm for space skyrocketed this spring when SpaceX launched its initial public offering (IPO) just weeks after NASA sent four astronauts to the far side of the moon.
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