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Efficient AI: solutions for a resource-intensive era
In this paper, we outline why only a portion of the AI buildout belongs within our Environmental Markets taxonomy and how we determine investment eligibility
Time to shine? Capturing value from renewables
Conflict in the Middle East has further enhanced the competitiveness of renewable energy, but investors must remain selective
Infrastructure, Inflation & Income: How Listed Infrastructure May Work in Today’s Portfolios
Infrastructure sits at the heart of today’s inflation story—connecting real-world costs, essential services, and long-term investment opportunities.
Mid-Year Equities Outlook 2026
In this paper, we discuss four themes that we believe are helping to shape the opportunity set for global equities investors as we approach the second half of 2026
Mid-Year Credit Outlook 2026
In this paper, we share our perspectives on each of the main sub-asset classes that we focus on within fixed income and identify key watch items for the second half of 2026
Private credit: the cracks have widened
The failures of First Brands and Tricolor in late 2025 exposed structural fragilities within private credit that have since been confirmed by rising defaults and strained liquidity