Schroders
Infrastructure Debt Is Emerging as a Strategic Asset Class
Schroders argues that infrastructure debt is becoming increasingly attractive as investors search for resilient income streams in a world shaped by geopolitical volatility, higher inflation, and energy insecurity.
Infrastructure debt bene...
2026-05-29
2026-05-29
GMO
Japan’s Equity Revival May Still Be in the Middle Innings
GMO argues that Japan’s equity market is undergoing a durable structural transformation driven by governance reform, improving profitability, and shareholder-focused capital allocation.
Japanese corporates have materially improved m...
2026-05-29
GMO
Japan’s Equity Revival May Still Be in the Middle Innings
GMO argues that Japan’s equity market is undergoing a durable structural transformation driven by governance reform, improving profitability, and shareholder-focused capital allocation.
Japanese corporates have materially improved m...
2026-05-28
Van Lanschot Kempen
Biodiversity Is Moving From Ethics to Financial Risk
Van Lanschot Kempen argues biodiversity loss is no longer simply an environmental issue, but an emerging systemic financial risk with direct implications for long-term portfolio resilience.
The report highlights biodiversity loss as a sou...
2026-05-28
NatWest Group
Britain’s Inflation Slowdown Masks Deeper Pressure
NatWest argues the recent easing in UK inflation offers only temporary relief, as weakening growth collides with persistent underlying price pressures and a deteriorating labour market.
UK inflation slowed to 2.8% in April, but price...
2026-05-28
Janus Henderson
Diversification Is No Longer Guaranteed
Janus Henderson argues that the traditional 60/40 portfolio is becoming structurally less resilient as stock–bond correlations shift higher in a more inflationary and geopolitically fragmented world.
For most of the post-2000 era, i...
2026-05-27
Blue Bay Asset Management
The Philippines Is Cheap for a Reason — But Maybe Too Cheap
RBC BlueBay’s “Notes from the Road” paints a picture of a country caught between demographic promise and institutional stagnation.
The Philippines has one of the youngest populations in the world, with a median age of ju...
2026-05-27
Robeco
The Energy Transition Is Becoming a Nature Problem
Robeco’s white paper argues that climate investing is entering a second phase, where biodiversity and natural-resource constraints can no longer be separated from decarbonization itself.
The report highlights how renewable infrastru...
2026-05-27
WisdomTree
Crypto Is Quietly Becoming an Income Asset
WisdomTree argues that the most overlooked development in digital assets is not price appreciation, but the emergence of staking yield as a persistent second source of return.
Ethereum staking yields recently hovered around 2.7%, while So...
2026-05-27
State Street
Central Banks Are Confronting an Energy Shock Without Demand Strength
State Street’s Weekly Economic Perspectives argues that the Iran-driven energy shock is increasingly colliding with weakening global demand, complicating the path for central banks across Europe, the UK, and Japan.
Eurozone services...
