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In the Bin

Kevin Warsh's Fed testimony loomed this week, whilst Middle East tensions pushed yields higher and political drama unfolded across Europe.

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Mark Dowding
Jul 10, 2026

Special situations: opportunity out of uncertainty

Special situations investing – why Europe’s mid-market is fertile hunting ground, and why our watchlist of opportunities is at a record high.

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Adam Phillips
Jul 09, 2026

Markets with Mike: Stop being shocked by shocks

Political and economic shocks are becoming more frequent. Mike Bell, Head of Market Strategy explains why and the portfolio implications.

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Mike Bell
May 21, 2026

One asset class, many strategies: a selection framework for private debt

The evolution of private debt and a framework for strategy selection.

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Chris Martin
Jun 15, 2026

Polina’s Perspective: Brazil 3-0 Scotland revisited – EM corporates deliver against all odds

Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her thoughts following a recent EM corporate credit conference.

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