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Our culture
How we do business is as important as what we do.
Contact us
We are situated around the globe, please find our regional and global office contacts below.
Positioning portfolios for 2025: ABS is a solution in volatile and benign markets
We explore two possible scenarios for 2025 – volatile and benign – and discuss how asset-backed securities can provide the solution in both outcomes.
Asian equity
Investing in high-quality businesses throughout the Asia region.
Investment grade
We are fundamental investors: this is the key component of our success.
Pre-election nerves or is it a bout of the ‘cheese sweats'?
As we approach the US election, we look for opportunities to buy (or sell) extremes in price action, thinking that moves could subsequently reverse.
Avoiding ‘sunset’ whilst identifying ‘sunrise’ industries
We seek to offer dedicated solutions, giving access to what we believe to be forward-looking sustainability themes in public fixed income markets.
Document library
Navigating uncertainty in emerging markets equities
With trade uncertainty ongoing, we discuss intra-EM trade and key regions and countries in the EM equities universe – China, India and Latin America.
Donald Musk the Doge
For all the economic positives a Trump political agenda may bring, we’re sure there will be bumps ahead, and especially with regard to new appointees.