Capabilities

In 2026, a lot of capital is chasing few genuinely deliverable infrastructure assets, while geopolitical turmoil is reshaping energy markets. Darryl Murphy, head of infrastructure, delves into what this means for investors.

Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.

Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.

Borrowing costs climbed and took centre stage this week, while Nvidia’s standout performance met a relatively muted market reaction, underlining just how high expectations have become.

The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution? 

Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.

How can investors in Asia-Pacific align their credit allocations to net-zero commitments, meet increasing regulatory obligations and maintain returns?

With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.

The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

Insurers are looking beyond public markets to achieve income, capital preservation and liability matching, especially as accounting standards and capital regulations evolve.

The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.