Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to…
08/10/26
By Laurent Clavel, CIO and Global Head of Multi-Asset The macroeconomic backdrop remains robust, but so does the balance of…
30/09/26
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy,…
30/09/26
By Crystal Geng, Asia ESG Research Lead, and Thibaud Clisson, Climate Change Lead Artificial intelligence has rapidly become the emblem…
24/09/26
By Vincent Nichols, Senior Investment Specialist, US and Global Thematic Equities Technological innovations are disrupting virtually every part of the…
22/09/26
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities.…
17/09/26
