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Insights & Research

Make informed investment decisions with our expert opinion and research.

Insights

Outlook 2025: taking the temperature on India
Insights
Outlook 2025: taking the temperature on India

Emerging Markets Monthly Insight: India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? We think not.

6 min Read
Emerging Markets: Why excluding China can sometimes make good sense
Insights
Emerging Markets: Why excluding China can sometimes make good sense

Some investors are increasingly turning to emerging markets (EM) excluding China, seeking greater control and alignment with global economic shifts.

4 min Watch
Eight reasons to like investment grade bonds in 2025
Insights
Eight reasons to like investment grade bonds in 2025

Felix Freund outlines eight key factors that he believes should support investment grade bonds in 2025.

4 min Read
Real estate: building the business case for sustainability
Insights
Real estate: building the business case for sustainability

How can real estate balance operational efficiency with embodied carbon to drive sustainability?

4 min Read
Core infrastructure update Q4 2024
Insights
Core infrastructure update Q4 2024

Rolling stock commitments on track and boost to renewable energy sector

2 min Read
Fixed income: poised to shine in 2025?
Insights
Fixed income: poised to shine in 2025?

From attractive valuations to compelling risk-adjusted returns: why investors might consider moving from cash into fixed income.

3 min Read
Diversified assets: a new regime needs a fresh approach
Insights
Diversified assets: a new regime needs a fresh approach

From infrastructure assets to local currency EM bonds, we detail where we’re seeing the long-term investment opportunities.

3 min Read
Sustainability Inspires: how infrastructure delivers for investors and the planet
Insights
Sustainability Inspires: how infrastructure delivers for investors and the planet

In our latest podcast, we discuss how infrastructure investments can help to achieve optimal outcomes for society. 

3 min Read
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