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Article

Ascending from the plateau? What our global asset owner survey says about sustainable investment

Global asset owners are shifting from principles to pragmatism as sustainable investment adoption remains strong, with rising climate risk concerns and growing ESG integration.
December 09, 2025 • Lee Clements
•
7 min

Article

China equity: What to watch after the fourth plenum?

Explore how China’s Fourth Plenum policies on tech self-reliance and anti-involution are reshaping equity markets, boosting AI, semiconductors, EVs, and solar sectors, and driving sustainable growth amid global trade tensions.
December 09, 2025 • Belle Chang
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11 min

Research

Indian government bond market: performance and outlook

This paper examines performance of the Indian government bond market and outlook, and its relative value versus other EM bond markets.
December 08, 2025 • Robin Marshall
•
1 min

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