Alpha generation is the priority for our specialist investment teams, which leverage deep firm resources and expertise including global research, data science and stewardship and sustainable investing capabilities.
Explore MoreOur comprehensive and globally integrated fixed income platform and investment process support a range of solutions across public and private markets.
Explore MoreAs a leading provider of alternative investments, we leverage our differentiated position in the private markets ecosystem, as well as in the breadth of our GP relationships, to gain insights and access robust deal flow.
Explore MoreEmerging Markets: The Next Phase in Market-Broadening
At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. We expect EM risk assets to continue to deliver.
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Widening the Search
- After a generally stellar year for fixed income, 2026 looks more demanding, with fewer rate tailwinds and tight spreads putting a premium on security selection and global diversification, particularly as tail risk rises.
Embracing Risk in a Shifting Macro Regime
- The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
China State of Decarbonization & Sustainable Finance Overview
- China’s energy transition and sustainable finance ecosystem is vast and multifaceted, with meaningful implications for both generalists and sustainability-focused investors. This report provides key indicators and investment insights to help track and interpret that evolution over time.