Central banks face a global reserves paradox
Reserves are growing, but so is the reluctance to use them.
UK Real Estate: Talking Points July 2026
Welcome to our concise quarterly snapshot of
current real estate market trends.
Central banks face a global reserves paradox
Reserves are growing, but so is the reluctance to use them.
Security, supply and the energy transition
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
Asset Allocation update – Q3 2026
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
Europe’s industrial revolution brings new growth opportunities
Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
From policy to portfolio: investing in UK natural capital
We are always searching for opportunities to align financial and environmental outcomes. Biodiversity Net Gain legislation is one such investable opportunity, linking ecological restoration with durable, policy-supported returns.
Q2 2026 repo update
The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.
UK Real Estate: Talking Points July 2026
Welcome to our concise quarterly snapshot of
current real estate market trends.
Security, supply and the energy transition
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.