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Climate realism: why infrastructure investing needs a policy lens
A more realistic view of how investors can support decarbonisation.
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Partner Zone
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Global infrastructure: Why a selective approach matters
As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.
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Inflation risk: the quiet test of retirement income
Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term value. Capital at risk and income not…
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Why income investing in emerging markets in 2026?
Most often associated with growth investing, a new look at how emerging markets represent a uniquely appealing income universe for today’s active investors with a total return mindset.
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The top emerging markets opportunities to watch right now
Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.
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May 2026 EMD review and outlook: resilience amid shifting geopolitics
Our monthly summary of emerging market debt developments and the outlook.
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Where do interest rates go if growth weakens but inflation increases?
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
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Why sovereignty is reshaping investing in a fragmented world
Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?
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SpaceX IPO: priced for the stars – and beyond
Sky-high ambition – but are investors footing the bill?
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Japan: Authorities push against a strong dollar and oil
The Iran conflict has triggered fresh policy challenges for Japan. The Ministry of Finance has resumed yen intervention but will struggle to reverse depreciation while the Iran conflict remains unresolved. The Bank of Japan is…