We publish analysis on the areas directly relevant to our investment work, with the aim of making our thinking explicit.
Why certain opportunities exist precisely because most institutional managers cannot reach them.
The $600bn+ capex cycle, what is driving it, and the supply constraint building through to 2030.
Why the 2.5 percentage point differential between emerging and advanced economies understates the structural investment case.
How the shift toward private markets and real assets is reshaping where capital flows and what opportunities remain.
A more detailed look at the resource asset opportunity in a supply-constrained world.
Why EM equities delivered their strongest run since 2017 and what the valuation gap to developed markets means going forward.
