Asset management

You can now watch the replay of our webinar: The new multi-plural world: Macro divergence meets yield

Discover the key insights from our Q2 Fixed Income webinar, where our experts explored the latest market shifts and strategic positioning opportunities in a rapidly evolving environment.

The US dollar’s reign is faltering, and we believe a prolonged dollar bear market is underway – a scenario that has historically been a tailwind for emerging market economic growth and asset valuations. However, not all emerging equity markets respond equally to the dollar’s decline.

You can now watch the replay of our webinar: A new world order? Where next for markets and Fixed Income?

You can now watch the replay of our webinar, From campaign to presidency: Trump’s early days in office.

Given the estimated needs for transition financing, the success of impact investing in public markets is critical to achieve the necessary scale. To ensure a growing adoption of impact strategies, it is critical that investment managers deliver measurable impact and at least equivalent financial performance through the cycle compared to “traditional” strategies.

Watch our livestream where Reto Cueni, Chief Economist and Dan Scott, Head of Multi Asset and Chief Investment Officer, together with Prof. Dr. Stephan Bierling, Head of the Chair of International Politics and Transatlantic Relations at the University of Regensburg, analyze the potential economic factors and implications of the recent US election.

Watch our livestream where Andrew Jackson, Head Fixed Income and Eoin Walsh, Partner & Portfolio Manager TwentyFour Asset Management delve into the current bond market landscape.

Financing the energy transition is a complex task, fraught with diverse views on how to execute it credibly. In the FT Moral Money Forum, our co-CEO Christel Rendu de Lint explores the role investment firms can play in facilitating the shift to a low-carbon economy.

What is the intersection between geopolitics and climate change? The latest white paper by our Chief Economist Reto Cueni and Senior ESG Analyst Veronika Stolbova explores how these factors shape international relations, industrial policies, and the global power balance.

The journey to corporate DEI has been challenging, with many expressing fatigue on the topic in the current climate, but it’s also been crucial. Why? It’s not just about fairness, it's smart business. Read the latest by our co-CEO Christel Rendu de Lint for the FT Moral Money Forum.

Our latest papers explore the interplay between financial acumen, sustainability, and cognitive dimensions shaping ESG recommendations.