News and insights
Discover our latest news, views and analyses
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Asia’s resilience amid global uncertainties: The case for China and India assets
This article discusses how the region, especially China and India, are coping with rising global uncertainty. It delves into the investment drivers of these markets, examining the implications of policy measures and AI development for Chinese equities and how India’s easing cycle and robust secular trends continue to support its equity and fixed income assets.16 June 2025 -
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Equity Insights
AI Democratised: What lower cost of compute means for the investment landscape11 June 2025Tags: Equity insights -
US Utilities Travel Diary
Joseph Titmus, Managing Principal, Listed Infrastructure Equity, recently travelled to the US to meet with the management teams of our US utilities and visit assets09 June 2025 -
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