One Big Beautiful Bill Act – Impact on Alternative Investments

Published on August 4, 2025

On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA)”, a far-reaching piece of legislation that will impact the U.S. investment landscape for years to come.

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Research Sector Update: A Return to Fundamentals

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Risk assets rebounded in Q2 as tariff worries eased and earnings growth continued. The quarter also highlighted the resilience of major secular trends, which could be key to returns going forward, says the Research Team.

Optimizing Your Emerging Markets Equity Portfolio

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The opportunity set for emerging market (EM) equities has changed dramatically over the past three and a half decades – geographically, at a sector level, and in terms of market capitalization.