Long-term asset allocation – A...
In the 2026 edition of our Long-term asset allocation study, we present our expectations for returns over five, 10- and…
14/05/26
Private assets
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Article
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Article
Building resilience with flexible fixed...
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects…
02/02/26
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Article
Real assets outlook: Widening investment...
This article is part of our 2026 Investment Outlook. Real asset values have stabilised The logistics sector continues to lead…
19/11/25
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Article
Alternative credit outlook: Stability amid...
This article is part of our 2026 Investment Outlook. Resilience amid global shifts Global markets have shown remarkable resilience despite…
19/11/25
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Article
Navigating the private debt landscape...
Over the past decade, private debt has emerged as a mature asset class within global financial markets. It encompasses a…
15/10/25
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Article
European infrastructure - Striking the...
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen…
09/10/25