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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Repricing real estate risk in an uncertain world
Insights
Repricing real estate risk in an uncertain world

How are we navigating real estate risks? Read more about our global framework

5 min Read
July 2025 EMD Review and Outlook: tariffs still centre stage
Insights
July 2025 EMD Review and Outlook: tariffs still centre stage

Our summary of developments in emerging market debt in July 2025 and outlook.

4 min Read
Infrastructure equities: why telecom towers tick all the boxes
Insights
Infrastructure equities: why telecom towers tick all the boxes

A look at why telecom towers can be an ideal asset for infrastructure equity investors.

2 min Read
The hybrid fund solution: rethinking real estate investment
Insights
The hybrid fund solution: rethinking real estate investment

Discover how hybrid real estate funds are reshaping access, liquidity, and opportunity.

2 min Read
Economic infrastructure update Q2 2025
Insights
Economic infrastructure update Q2 2025

Read more about the key achievements across our portfolio companies in the second quarter of 2025

6 min Read
Bridging the gap: The $43trn EM infrastructure opportunity investors can’t ignore
Insights
Bridging the gap: The $43trn EM infrastructure opportunity investors can’t ignore

Emerging markets face a $43 trillion infrastructure challenge. Investors can help bridge the gap and unlock growth, resilience and returns in the process

4 min Read
Know your ETFs: why active?
Insights
Know your ETFs: why active?

A look into the world of exchange-traded funds and why an actively managed approach is gaining traction with investors.

3 min Read
North America real estate market outlook Q3 2025
Insights
North America real estate market outlook Q3 2025

The latest US data has been mixed. Firms are investing, but consumption momentum has been weaker. We discuss the impact on real estate.

7 min Read
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Global Macro Research

How could stablecoins reshape the global financial system?
Global Macro Research
How could stablecoins reshape the global financial system?

Stablecoins may be reshaping the digital payments landscape and could soon influence everything from US debt markets to monetary policy. Paul and Luke investigate.

35 min Listen
Is the Fed about to be 'Trumpified'?
Global Macro Research
Is the Fed about to be 'Trumpified'?

We explore how political pressure on the Federal Reserve, rising inflation and slowing growth are reshaping the US economic outlook – and what it could mean for interest rates.

27 min Listen
The Monthly Macro Outlook Video - August 2025
Global Macro Research
The Monthly Macro Outlook Video - August 2025

Trade deals, tariff floors and fiscal flashpoints – Lizzy Galbraith breaks down the latest developments shaping the economic outlook.

4 min Watch
How do politicised tariffs add to Brazil's policy challenges?
Global Macro Research
How do politicised tariffs add to Brazil's policy challenges?

The US’ threat of a 50% tariff on Brazil poses limited macroeconomic risks given the country’s low dependence on US trade, but a prolonged standoff between the two governments could stymie investor sentiment. High interest rates should support the real, as the Banco Central do Brasil will keep policy tight amid inflationary and fiscal risks that could renew market pressure.

1 min Read
Japan: continuity despite an election setback
Global Macro Research
Japan: continuity despite an election setback

Japan’s ruling coalition lost its majority in the upper house, weakening PM Shigeru Ishiba’s leadership. The outcome threatens the domestic policy agenda, complicates the trade talks with the US, and could trigger near-term bouts of market turmoil. But the longer-term outlook for Japanese assets looks stable.

1 min Read
Is China selling its US Treasuries?
Global Macro Research
Is China selling its US Treasuries?

After accounting for the use of custodians and acknowledging the role of state-owned enterprises, there seems to be limited evidence of China actively reducing its exposure to US assets. That said, holdings as a share of foreign assets may have been falling, while opportune sales could occur in an attempt to recruit ‘bond vigilantes’ and moderate US trade policy.

1 min Read
How much infrastructure does the world need?
Global Macro Research
How much infrastructure does the world need?

In this new episode, we explore the staggering global infrastructure investment needs over the next 25 years, why the bill is so high, and how governments and private investors might share the load.

19 min Listen
The Monthly Macro Outlook Video June 2025
Global Macro Research
The Monthly Macro Outlook Video June 2025

What’s driving the latest surge in US deficit projections? Lizzy Galbraith highlights the fiscal and trade policy shifts that could reshape the global economic outlook.

3 min Watch
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