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AI’s insatiable appetite for energy
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FEATURED ARTICLE

China Equity Q4 2025 report
The rewards of a disciplined and dynamic approach
Sandy Pei, CFA
Hugh Shepherd
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FEATURED ARTICLE

What is driving EM corporate debt outperformance?
Chartology
Yulia di Mambro
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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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Newsletter
21 November 2025
| Macro
Market Snapshot
A whipsaw week for tech
A weekly view from our portfolio managers into the trends shaping markets right now.
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Article
18 November 2025
| Alternatives
Private Markets 2026 Outlook
Steve McGoohan
Patrick Marshall
Brooks Harrington, CFA
Vincent Nobel
Perry Noble
Mobilising new sources of capital and democratising private markets.
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Article
18 November 2025
| Liquidity
Liquidity 2026 Outlook
Deborah Cunningham, CFA
John Sidawi
Will the Fed retain its independence?
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Article
18 November 2025
| Macro
Fixed Income 2026 Outlook
Robert Ostrowski
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Mohammed Elmi, CFA
Where now for the yield curve?
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Article
18 November 2025
| Macro
Equities 2026 Outlook
Stephen Auth, CFA
Martin Todd, CFA
Jonathan Pines, CFA
Kunjal Gala
One big beautiful world - or a correction ahead?
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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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Report
10 November 2025
| Liquidity
What makes a Qualifying Money Market Fund unique?
Why consider a short-term sterling prime fund over bank deposits?
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Article
10 November 2025
| Stewardship
AI’s insatiable appetite for energy
Velika Talyarkhan
Michael Benedict Yamoah 
As AI and data infrastructure scale rapidly, their environmental and social impacts are becoming increasingly material to long-term investment outcomes.
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Report
7 November 2025
| Active ESG
China Equity Q4 2025 report
The rewards of a disciplined and dynamic approach
Sandy Pei, CFA
Hugh Shepherd
China Equity hit its three-year anniversary in 2025 and has prospered throughout a volatile market cycle.
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A view of the business district of Jakarta at dusk
Article
6 November 2025
| Active ESG
What is driving EM corporate debt outperformance?
Chartology
Yulia di Mambro
What factors are at play and where do we see value?
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