Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.
Market View
Investing through the noise: from the perspective of the equity analyst
Discover how equity analysts navigate market volatility, focusing on long-term fundamentals amidst rising geopolitical risk and trade uncertainty.
Lifestyle
Navigating next generation engagement in entrepreneurial families
Discover how family businesses can engage the next generation to ensure long-term success and continuity.
Market View
How have markets digested US tariff proposals?
President Donald Trump’s widespread tariffs have caused extensive volatility on equity markets globally. The news is changing rapidly but, after an historic advance on Wednesday, markets are above the levels we saw earlier in the week.
Sustainability
Resilient supply chains in an era of isolationist policies
As global politics shift towards isolationism, companies are rethinking supply chains. Learn about onshoring, friendshoring, and nearshoring strategies that are shaping the future of trade and investment.
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q1 2025
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
Quarterly Report Q4 2024
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
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