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L’insaziabile fame di energia dell’IA
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China Equity report al Q4 2025
: I benefici di un approccio disciplinato e dinamico
Sandy Pei, CFA
Hugh Shepherd
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What is driving EM corporate debt outperformance?
: Chartology
Yulia di Mambro
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Newsletter
28 November 2025
| Macro
Market Snapshot
: Investors weigh up implications of UK Budget
A weekly view from our portfolio managers into the trends shaping markets right now.
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A white ferry boat travels down the Amazon river at dusk.
Article
28 November 2025
| Stewardship
What was achieved at COP30?
Will Farrell
Key takeaways from COP30 for investors and companies.
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A sculpture depicting an ancient animal
Article
26 November 2025
| Active ESG
Fiorino: CoCo confusion – the new debt-equity duality
Filippo Alloatti
CoCo bonds are the ultimate ‘quantum’ capital instrument.
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sunrise over mountains
Article
25 November 2025
| Stewardship
Outlook 2026: Stewardship
Leon Kamhi
Un cambiamento di paradigma in un mondo in evoluzione?
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Video
25 November 2025
| Active ESG
Where do we see opportunity in emerging markets debt in 2026?
Mohammed Elmi, CFA
Views from the EMD desk.
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a woman is walking down the street with several bags in her right hand
Article
24 November 2025
| Active ESG
Black Friday sale has come early for the stock market
Stephen Auth, CFA
We are in the midst of a technical, overdue correction in search of a narrative.
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Article
18 November 2025
| Alternatives
Outlook 2026: Private Markets
Steve McGoohan
Patrick Marshall
Brooks Harrington, CFA
Vincent Nobel
Perry Noble
Mobilitare nuove fonti di capitale e democratizzare i mercati privati.
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Article
18 November 2025
| Liquidity
Outlook 2026: Liquidità
Deborah Cunningham, CFA
John Sidawi
. La Fed manterrà la sua indipendenza?
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Article
18 November 2025
| Macro
Outlook 2026: Reddito fisso
Robert Ostrowski
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Mohammed Elmi, CFA
Dov'è diretta la curva dei rendimenti?
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Article
18 November 2025
| Macro
Outlook 2026: Azioni
Stephen Auth, CFA
Martin Todd, CFA
Jonathan Pines, CFA
Kunjal Gala
Un grande meraviglioso mondo o una correzione all'orizzonte?
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Arched stone bridge over a still, misty lake, surrounded by forest
Article
11 November 2025
| Active ESG
Closing the loop: Why circularity is now a strategic imperative
Martin Todd, CFA
Jessica Henry
Turning scarcity into opportunity.
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A view of the US capitol building with the US flag in the foreground
Article
11 November 2025
| Macro
Yields look biased downward
RJ Gallo, CFA
Many signs point toward continued Federal Reserve easing.
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