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Actualités
Climate change represents a growing physical and financial threat to real estate globally. In our third commentary on resilience, we examine how conservative valuations and balance sheets alongside risk mitigation measures provide the best investor protection
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Accelerating demand and supply constraints make data centres one of the most attractive secular ...
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
As resilience grows in importance and the boundaries between real estate and infrastructure blur, ...
Strong start to 2026 for value and non-US equities disrupted by Iran war Middle East conflict sent ...
AI-driven panic has created short-term market dislocations and a sentiment-led shift from capital ...
2025 marked eight straight calendar years of small caps underperforming large caps but there are ...
Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is ...
Markets have entered the new year strongly as economic resilience, improving growth forecasts and ...
2025 proved to be a strong year for risk assets, with global equities supported by accelerating AI ...
2025 was another strong year for equities with positive returns across geographies and sectors.