The energy transition could represent a win-win for investors, enabling them to drive decarbonisation while generating returns, but with low visibility on electricity pricing post 2030, could infrastructure be the best investment?

Defence no longer simply represents a tactical trade but instead looks set to become a core allocation in portfolios. This shift has been driven by political consensus, structural shortages and evolving ESG frameworks.

Emerging market debt (EMD) is increasingly recognised as a compelling asset class for investors seeking diversification, yield, and growth potential. Over the past decade, emerging markets have undergone significant transformation, marked by improved policy frameworks, enhanced resilience to external shocks and a convergence in credit quality towards developed markets.