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After an earnings recession, small caps' fortune is set for a positive pivot.
The keynote address to the Korea Corporate Governance Forum May 2026.
Global indices have hit new highs this week on the back of strong earnings and optimism around AI.
Higher energy prices are squeezing growth and forcing the ECB’s hand.
Inflation, potential monetary tightening and the Iran conflict have pushed bond yields higher.
Video
26 May 2026
Pressure is building at the long end of the rate curve as markets grapple with the consequences of a more persistent and entrenched energy supply squeeze.
Credit quality, structuring and diversification can support resilient, risk-adjusted returns.
While regulations have sought to increase SAF use, relying on SAF alone to curb carbon emissions is neither realistic nor cost-optimal.
Report
20 May 2026
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