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Insights

Make informed investment decisions with our expert opinion and research.

Insights

Korean wave: build-to-rent opportunities in Seoul
Insights
Korean wave: build-to-rent opportunities in Seoul

What lies ahead for housing in Seoul? We discuss the evolving opportunities for renters and landlords.

5 min Read
Private credit’s growth opportunities take shape
Insights
Private credit’s growth opportunities take shape

Neil Odom-Haslett discusses the future of private credit and what it could mean for investors.

6 min Read
What does a Trump presidency mean for EM equities?
Insights
What does a Trump presidency mean for EM equities?

Devan Kaloo looks at how the US presidential election result might impact emerging market equities.

5 min Read
Trump wins – what does it mean for sustainability?
Insights
Trump wins – what does it mean for sustainability?

Green stocks wobbled as Donald Trump won the US presidential election. Here’s what a second Trump term could mean for sustainability.

5 min Read
Emerging market debt: Navigating the post-US election landscape
Insights
Emerging market debt: Navigating the post-US election landscape

A look at how the results of the recent US presidential election impacts frontier debt, emerging market local currencies, and corporate bonds.

3 min Read
Beyond the dragon's reach
Insights
Beyond the dragon's reach

We look at how to better manage China risks, while seeking attractive emerging market equity investments outside the world's second-largest economy.

9 min Read
Reasons to believe: time for fixed income
Insights
Reasons to believe: time for fixed income

As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.

3 min Read
Diversified Assets – Rapid-fire Note
Insights
Diversified Assets – Rapid-fire Note

Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.

5 min Read
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