Sue Amies-King

Geopolitics, technology and the energy transition are influencing where capital flows, and how investors think about risk, resilience and long-term returns.

Investors were caught between hotter US inflation and economic data and growing nerves around the sustainability of the AI investment boom.

Climate change and nature degradation are widely recognised as a source of potentially material financial risks, which will increase in the long term. Tackling them requires international cooperation, such as at the Conferences of Parties (COPs) and effective domestic implementation.

Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explores the potential benefits for investors.

Tokenisation is more than a technical novelty. Our simple guide explains how blockchain turns assets into digital tokens and examines the potential benefits and risks.

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns.

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.

New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.

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.

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