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Recent Posts
Denying climate causality won’t alter the rapidly changing investment landscape
The onward march of clean technologies will continue, despite polarisation on climate issues, creating opportunities for rational investors who can see through the fog of political rhetoric
Why ‘A’-rated debt may be the riskiest in 2025
Strong corporate balance sheets and minimal downgrade penalties could encourage a leverage-fuelled M&A boom
Medtech innovation: dissecting inefficiencies in healthcare delivery
Technological advances including new procedural methods and robotics are improving surgery and enabling healthcare systems to treat more patients
Enabling Asia’s rapid electrification
A reliable grid and advanced power management and cooling solutions are essential to meet the region’s growing demand for electricity
Four reasons to be optimistic about high yield bonds in 2025
Spreads are tight, but we believe high yield markets are supported by favourable economic, market, structural and technical factors.
2025 Outlook: Seizing opportunity amid disruptive change
Looking into 2025, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.