China is getting its mojo back
After years of underperformance the Chinese stock market had strong gains at the beginning of 2025, giving investors confidence that the country might be getting some of its pre-COVID mojo back.
Why the energy transition won’t die with Trump 2.0
Despite the uptick in anti-ESG sentiment that’s come with Donald Trump’s return to the White House, large institutional investors are certain that innovations in transition technology will continue and that the broader world has not changed course on the journey to decarbonisation.
How Asia-Pacific investors can navigate Trump’s America first plan
President Trump is dramatically reshaping geopolitics, creating new risks and opportunities for investors across the Asia-Pacific.
How new technologies are changing the game in private markets
With the ability to uncover hard-to-find information and enable more frequent trading in traditionally illiquid asset classes, new technologies like artificial intelligence and tokenisation could be the biggest disruption most private markets investors will see in their lifetime.
How capital markets became a weapon of choice in great power conflict
Capital markets continue to be a key battlefield of power between Beijing and Washington, and whether the yuan has a serious chance of taking over the dollar as the international currency is the next big question for the world economic order.
Investors brace for life after the US dollar
A world where the US dollar is no longer the reserve currency seems increasingly likely by the day, and institutional investors are wary that it could fundamentally change the way they construct portfolios.
