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Sustainable Investing Report 2025-26
2025 marked another year of progress across our sustainable investing programme, set against a complex global backdrop. Amid macroeconomic uncertainty, geopolitical tension, and regulatory divergence,…
Insights 2026 | View on Absolute Return
In Insights 2026, we note that Absolute Return strategies benefited from strong macro dispersion in 2025, creating attractive conditions for active trading. While discretionary managers…
Insights 2026 | View on Venture Capital
In Insights 2026, we highlight how AI has become the dominant engine of global Venture Capital, accounting for nearly two thirds of US deal value…
Insights 2026 | View on Real Estate and Infrastructure
In Insights 2026, we highlight how Real Estate and Infrastructure are increasingly attractive sources of resilient, inflation-protected returns as valuations stabilise and capital constraints persist.…
Insights 2026 | View on Secondaries
In Insights 2026, we see secondaries playing a growing role as investors seek liquidity, faster distributions and more active portfolio management in a low-DPI environment.…
Insights 2026 | Investing in Disruptive Innovations
In Insights 2026, we look at how rapid advances in AI, quantum computing, blockchain and defence technology are reshaping global markets. The scale of investment…
Insights 2026 | View on Private Equity
In Insights 2026, we observe a private equity landscape marked by slower distributions and longer holding periods, balanced by resilient company performance in the lower…
Insights 2026 | View on Co-Investments
In Insights 2026, we highlight how co-investments have become an increasingly important tool for accessing high-conviction private equity opportunities with lower fees and greater control.…
Insights 2026 | View on Credit
In Insights 2026, we outline how credit markets have tightened materially, with strong inflows and limited new issuance pushing spreads to multi-year lows. While absolute…
Insights 2026 | Executive Summary
This Executive Summary outlines the key themes of Insights 2026. We enter 2026 in an environment shaped by political disruption, elevated tariffs and one of…
Insights 2026
Elevated tensions in growth, inflation and labour markets are intersecting with an unprecedented surge in AI-related investment. Insights 2026 outlines how resilient portfolio construction and…
Insights 2025 – View on Uncorrelated Strategies
In Insights 2025, we explore the key trends shaping investment decisions in the year ahead. In this chapter, our team share their perspectives on Uncorrelated Strategies…