Andrew Crooke

Investors seeking access to China’s green transition should focus on exposure to power infrastructure rather than renewables, says Natixis Corporate & Investment Banking (CIB) chief economist Alicia Garcia Herrero.

New research forecasts the private equity (PE) continuation market to quadruple in size over the next 10 years, with lower mid-market investments particularly attractive, says chief investment officer Nils Rode.

As investors look to reduce exposure to US assets, emerging markets (EM) debt is proving a relatively safe harbour.

While market volatility and uncertainties remain likely in the months ahead, Shep Perkins of Putnam Investments outlines several tailwinds for equity markets.

Elevated yields and conservative balance sheets are helping high yield bonds to remain resilient amid trade uncertainty and equity market swings, according to US high yield specialist Will Smith.

Japanese equities now offer a broad and deep potential for alpha, backed by strong balance sheets, reform momentum and deeply discounted valuations, says market specialist Ivailo Dikov.

An era of narrow spreads and rising dispersion requires global flexibility, rigorous underwriting, unique origination and integrated insights across public and private debt.

As emerging markets evolve, systematic strategies help investors capture inefficiencies, diversify beyond concentrated benchmarks and build more resilient portfolios.

As markets fragment and data explodes, data and technology-driven platforms built for scale are well-positioned to consistently create an information advantage to uncover insights before the rest of the market does.

A broad yet precise approach to the full China stock market seeks to offer access to the best ideas to convert structural dispersion into sustainable alpha.