Following a recent research trip in the United States, WaveStone Deputy PM Kirsty Mackay-Fisher explores how inflation, automation and the rise of GLP-1 weight loss drugs are transforming both the US and companies closer to home. Discover More

A showcase of the latest video insights from the Fulcrum team, featuring fireside chat–style discussions on markets and macro themes.

In this report, Impax have aligned their disclosures with the updated UK Stewardship Code 2026. By doing so, they streamline our reporting, strengthen transparency and offer clients and stakeholders a clearer line of sight into how our stewardship and advocacy activities support long‑term value creation across all asset classes.

Challenger IM’s Stephen Martin on how investing across a mixture of public and private credit assets helps maximise returns for investors.

Challenger IM explore why underwriting quality has become a key differentiator in commercial real estate debt investing. Increased scrutiny of lending practices, combined with significant divergence across property sectors and managers, is highlighting the importance of rigorous credit assessment. We discuss how testing assumptions, understanding downside risks and structuring appropriate protections can help investors navigate a market where security alone is no longer enough.

In this Investor Daily article, Fawaz Chaudhry discusses the real risk to portfolios may not be an AI bubble waiting to pop, but investors sitting underweight while a capex-driven rally keeps running without them.

Desalination has an increasingly strategic role in meeting rising water demand and enhancing water resilience amid more widespread droughts.

Fulcrum's Fawaz Chaudhry explains why AI, energy and policy are colliding to create new winners and losers.

In this article, Apollo explores how artificial intelligence is reshaping the investment landscape, highlighting key opportunities, risks and considerations for investors navigating a rapidly evolving market environment.