Resources

Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors

Changes to Delaware law, new guidance from the SEC and legislation aimed at excluding sustainability-related factors from investment decision-making are combining to diminish US shareholder rights.

Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending

The US technology sector may be synonymous with ‘Big Tech’, but we see underappreciated growth opportunities among smaller companies plugged into the digitalisation trend

Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications

Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification