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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Understanding the iBoxx Tadawul SAR Indices (S&P Dow Jones Indices)
How are indices bringing greater transparency to Saudi Arabia’s sukuk and fixed income markets? S…
The Right Concentration Is Rare in Emerging Markets (Natixis IM)
Emerging markets are often treated as a passive allocation first, with active managers evaluated relative to that…
Spot the Difference (S&P Dow Jones Indices)
It was just over three months prior that U.S. Tech had reached an all-time high in October 2025, before sliding…
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Private Markets Edit: Private real estate and infrastructure
New data suggests that the global private real estate and infrastructure sectors are worth around $…