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27 octobre 2025

Dispatch from Washington: emerging market resilience amid a cautious global outlook

We made our biannual pilgrimage to Washington, D.C. to attend the IMF/World Bank Annual Meetings in mid-October. The meetings give the opportunity to catch up with policymakers, analysts, academia, and other investors, and allow us to debate the global macroeconomic outlook and grasp global investor sentiment.

22 octobre 2025

Washington becomes a shareholder

Washington has begun to change how it engages with corporate America. Instead of relying only on subsidies and loans, the federal government is now taking direct stakes in listed firms at the centre of national security.

21 octobre 2025

EU regulation: what's new?

Examining regulatory changes, market dynamics and investor implications in the evolving EU sustainability landscape.

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