Geopolitics: Power as Policy (Amundi)
With multilateralism retreating, diversification is increasingly critical for investors.
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Emerged: The structural re-rating of Emerging Markets (FTSE Russell)
In the last 25 years, emerging markets (EMs) collectively have meaningfully reduced their macroeconomic and…
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Long-Term Capital Market Expectations – Australia Edition (MFS)
MFS presents its January 2026 edition of Long-Term Capital Market Expectations, offering its proprietary outlook…
Portfolio Perspectives Q1 2026 (MFS)
In this quarter’s Portfolio Perspectives, MFS examines the great equity rotation, the growing role of Japan in…
Navigating Global Fixed Income Markets in 2026 (MFS)
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market…
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Globally, private assets under management have grown...
Private Markets Edit: Private real estate and infrastructure
New data suggests that the global private real estate and infrastructure sectors are worth around $…