Insights
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Other insights
Insights
December 3, 2025
A Strategic Inflation Hedge: Navigating Inflation through Infrastructure
In an environment marked by persistent inflation and economic uncertainty, investors are increasingly turning to infrastructure equity as a strategic allocation.
Insights
December 2, 2025
Maximising payoffs through mid-market infrastructure investments
Jason Cogley, identifies growing appetite for innovative projects that offer multiple avenues for investment upside while supporting critical national priorities.
Insights
December 1, 2025
Reflection to Renewal: The Case for Quality
Quality investing is a marathon, not a sprint, and recent events serve as a reminder of that.
Videos, Webinars and Podcasts
November 24, 2025
The Post-Dollar EM Opportunity
In a recent Asset TV discussion, Ian explains how a weakening US dollar, attractive valuations and improving corporate fundamentals are fuelling renewed momentum in emerging markets. He also explores sectoral and country-level opportunities, from AI and electric vehicles to reforms in Korea and Saudi Arabia, while highlighting the risks and the importance of a selective, […]
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Market Commentaries
December 18, 2020
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Global Asset Allocation Team Market Update – December 2025