2025 marked a turning point: inflation cooled from multi-year highs, central banks signalled rate cuts, and global growth slowed under trade frictions and geopolitical uncertainty. Equities rallied while fixed income reclaimed its role as a stabiliser. As investors navigate this shift, attention is turning to what comes next. In this edition of Institutional POV, prepare for the unexpected as our public and private market investment teams share their contrarian outlooks for 2026, while we share findings of a recent survey of UK insurers on their sustainable investing strategies.
Institutional POV webinar
Short duration strategies: Uncovering value along the yield curve
2025 has brought its share of headwinds: inflation pressures, tariff uncertainty, and global market volatility. Amid the noise, the 1–3-year segment of short duration fixed income is emerging as a sweet spot for investors seeking stability and attractive income.
This webinar was recorded on December 3rd, 2025.
Institutional POV webinar
International equities: Unlocking value beyond the Mag 7
Equity markets in many regions are evolving, and opportunities outside of the US are gaining momentum. How can institutional investors navigate this shift and position for long-term growth opportunities across a diverse set of markets?
This webinar was recorded on November 17th, 2025.
