Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Equities
July 14, 2026
Beyond the AI Box: how today’s AI buildout is reshaping returns on capital
Artificial intelligence is driving one of the most capital‑intensive investment cycles in technology history. As spending accelerates, investors face a more nuanced question: how does rising capital intensity reshape the economics of growth?
Private Markets
July 13, 2026
Private Real Estate Debt: A Complement to Traditional Fixed Income
This paper explores how private real estate debt may act as an attractive complement to traditional allocations, emphasizing its differentiated characteristics, including shorter duration and asset-backed exposure. It also outlines how these features may support diversification and income generation across varying market conditions.
Market Commentaries
June 8, 2026
Global Asset Allocation Team Market Update – June 2026
Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and
lingering hopes for a truce between the United States and Iran buttressing risk appetite.
Insights
May 7, 2026
Global Asset Allocation Team Market Update – May 2026
Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.
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Market Commentaries
June 8, 2026
Global Asset Allocation Team Market Update – June 2026
Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and
lingering hopes for a truce between the United States and Iran buttressing risk appetite.
Global Asset Allocation Team Market Update – July 2026