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Technology offers plan sponsors powerful retirement planning and engagement tools.
From AI to the energy transition, equity investors can find exciting opportunities that transcend headline noise.
Our latest Disruptor Series episode digs deep into the enablers of the AI innovation wave.
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Would your manager have what it takes?
Pricing power will define technology business models that are best able to withstand near-term pressures.
A well-planned defensive strategy can position equity portfolios to be resilient in a very harsh market environment.
As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.
Risk management is being put to the test in 2025. How can equity portfolio teams cope with multiple hazards across equity markets this year?
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
Natural language processing can give investment managers an early warning about negative ESG news.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
In this note we summarise the key talking points that came up in meetings with investors over the last four months. We hope this is a useful summary of what is on investors’ minds and of our views on these topics. The key issues that investors wanted to discuss were debt sustainability, hard versus soft landing and the appropriate allocation to real and private assets.