Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.
Market View
Approaching currency risk in an equity portfolio
Currency movements can shape overseas equity returns. This article considers when hedging is useful, why bonds differ and the diversification role of foreign currencies.
Market View
Investor considerations ahead of the 2026 US midterm elections
Explore investor considerations ahead of the 2026 US midterm elections, including Federal Reserve policy and sector implications.
Market View
Policymakers look to reassert control of bond markets
Learn more about renewed US Treasury and Federal Reserve influence over bond markets, and why inflation and borrowing needs remain central to long-term yields.
Sustainability
Food and resilience: why the future of food is about more than sustainability
Food systems face climate, trade and resource pressures. Find out how innovation and long-term capital can support more resilient food production.
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q2 2026
Quarterly Report Q1 2026
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
