White papersDuration offers an opportunity as odds grow for Iran off-ramp
Inflation pressure, potential monetary tightening and the Iran conflict have pushed bond yields higher.
VideoHow does MDT’s investment approach respond to geopolitical risk events?
MDT chooses discipline over reaction in the face of market shocks.
VideoHow does our trade finance process work?
In this video, Jingjing Pan, Senior Investment Analyst, outlines how credit quality, disciplined structuring and diversification can support resilient, risk-adjusted returns.
White papersEfficiency at altitude
Relying solely on sustainable aviation fuel won’t deliver the airline sector’s climate goals. Hannah Heuser and Kenny Tsang outline other practical steps that airlines can take to reduce emissions and improve profitability.
White papersScale matters: navigating EM oil credit in volatile markets
Spiking high oil prices create regional winners and losers.
White papersEurozone outlook darkens amid energy crunch
Higher energy prices are squeezing growth, complicating the ECB’s next move and bolstering the appeal of euro-denominated money market funds.
VideoSustainable Global Equity: Where does a longer-term strategy see opportunity?
With markets pulled in multiple directions in 2026, looking beyond near-term noise is uncovering compelling opportunities in emerging markets, capital-intensive firms and commodity exposed names, says our Sustainable Global Equity team in a new video.
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NewsAP2 strengthens human rights, deforestation and climate requirements for external managers
Swedish pension fund’s latest sustainability report reveals efforts across unlisted assets including private equity and real estate
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NewsSwiss watchdog tightens oversight of fast-growing multi-employer pension funds
Increasing assets under management and the number of members can affect the stability of the country’s second pillar pension system, OAK BV said
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AnalysisRegulators step up focus on climate adaptation investments as heatwaves blight Europe
Last week, the European Commission published a summary of the climate resilience concerns stakeholders have for EU lawmakers
White papersQ1 2026 Investment Grade Corporate Market Review and Outlook
MetLife Investment Management’s “Q1 2026 Investment Grade Corporate Market Review and Outlook” highlights a volatile start to the year driven by policy shifts, geopolitical tensions and elevated issuance. Despite increased uncertainty, credit markets remained resilient as higher yields continued to support investor demand.
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Opinion Pieces‘Simplifuscating’ the data foundation of Europe’s sustainable finance
In his first regular column for IPE, Frédéric Ducoulombier, head of the climate regulation and policies programme at EDHEC Climate Institute, warns that the European Commission’s plan for corporate sustainability reporting standards has serious implications for investors
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AnalysisAsia Pacific private equity comes of age as mega-deals reshape the market
The growing number of multi-billion-dollar transactions reflects the maturation of Asia Pacific private equity
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AnalysisIPE Netherlands Briefing: New ABP index strategy disappoints
The index is based on ABP’s own ESG criteria and excludes several hundred companies, mainly in the US, including Alphabet (Google) and Meta (Facebook)
White papersInvesting in Circular Agriculture
Agriculture sits at the heart of today’s biggest challenges and greatest opportunities. It contributes to climate change and biodiversity loss, while also being highly vulnerable to their effects.
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NewsExxon and Meta votes highlight investor unease over shareholder rights erosion
Morningstar Sustainalytics says votes at the two US companies reveal growing sensitivity over governance structures and investor rights erosion
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NewsDutch funds scoop up short-term swaps amid DC transition
Pension funds need fewer long-duration hedging and more shorter-duration swaps to hedge interest rate risk in the new pension system
White papersAgentic AI Is Rebuilding the Information Racetrack
As the AI story moves from training large language models to delivering myriad “agentic” applications, we believe investors have an opportunity to capitalize on this crucial shift.
White papersCIO Weekly: Interest Rates Come Back Into Focus
With all the focus on geopolitics, interest rates remain an important foundation for markets, and last week’s move higher in long-end yields provided a stark reminder of that.
White papersFundamentals First: The Case for Broadening Out
We believe an improving corporate fundamentals picture across the entire market-cap spectrum can support the broadening out trade; the median stock in the Russell 3000 Index has now posted eight consecutive quarters of improving EPS growth, climbing from a sub -10% trough in 4Q’23 to over +20% in 1Q’26.
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