Hedge funds are delivering alpha, but staying diversified, humble, and liquid is essential.

Today’s market landscape is caught between fragility and tentative stabilisation. Also, what happened to the expected M&A bonanza?

2025 was expected to be M&A’s comeback year. What would it take for it to materialise?

What are the quantitative signs that secular stagnation is over?

Here's why China’s quest for tech sovereignty is one of the most overlooked investment trends. Also, Trump's budget may raise the probability of a recession.

Prof. Sir Dieter Helm, University of Oxford, discusses the economic and political forces that could reshape the UK’s net zero ambitions.

The risk of Chinese ADRs being delisted hasn’t gone away, the US loses its Aaa credit rating and ESG has emerged as the unexpected port in April’s market storm. 

Asset owners and investors play a critical role in combatting climate change. In this paper, we explore the dual approach to climate investing of mitigation and adaptation.

The Fed’s dilemma and the European stocks that are thriving in tariff-world.

The tariff pause has cemented a collective complacency in markets. But the warning signs are flashing red.

We bust five myths about this burgeoning asset class.

Foreign investors may have abandoned Japan, but there may be opportunities in newly undervalued sectors.