Bubble trouble
Equity markets are rebounding from the latest AI-bubble fear sell-off. While this will almost certainly not be the last time…
03/12/25
Equity
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Article
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Article
An abrupt bout of volatility...
Global stocks are heading for their worst week since April as concerns over lofty valuations and whether massive investments in…
21/11/25
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Podcast
Highlighting the role of natural...
What role can natural capital assets such as woodland, but also farmland, play in institutional investors’ portfolios? Listen to our…
21/11/25
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Graph
Investment Outlook – Asset class...
Investors will need to be flexible and selective in 2026 as markets adapt to greater economic fragmentation around the world.…
20/11/25
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Article
European strategic autonomy: A long-term...
This article is part of our 2026 Investment Outlook. Europe is deepening its quest for strategic autonomy. What began as…
19/11/25
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Article
Artificial intelligence: Not a bubble…...
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of…
19/11/25