Discussing the topics that matter

Postcards from emerging markets – Colombia

A new adminstration in Colombia seeks to restore financial discipline. Hard currency Colombian sovereign bonds may offer value.

Equity

The race to pace AI

Frontier labs – including OpenAI and Anthropic – are the architects of the world’s most advanced artificial intelligence (AI) models, but after several high-risk incidents this year, the industry’s leaders are taking stock of whether AI is outpacing its makers.

Achieving Sustainability

Powering down to power up - energy efficiency explained

Using less energy is vital - alongside cleaner energy. Amid surging energy demand and a limited carbon budget, energy efficiency must become a priority.

Achieving Sustainability

Energy transition: time to clear the air

The energy transition is more than simply replacing fossil fuels with renewables. We explore the multiple pathways to achieving energy goals.

Equity

Beyond the ballot box: the real drivers of post-election market

Explore how the 2026 US midterm elections could affect stock markets, interest rates, corporate earnings and the evolving AI investment cycle.

Fixed income CIO view

Yields are up, but not all yields are created equal

Rising yields in developed market government bonds may offer buying opportunities, but take care with French debt.