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Latest insights

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Credit market dynamics to watch

The concentration of software assets in private credit markets is raising questions about investor positioning in the face of AI-driven disruption.

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Tim Leary
May 13, 2026

European bond markets: five musings from April

Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.

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Neil Mehta
May 11, 2026

Dollars and Sense podcast

In our ‘Dollars and Sense’ podcast episode, we discuss the flavours of the leveraged finance space, including high yield bonds and leveraged loans.

Iran faces down Trump

US-Iran peace talks advanced this week, whilst UK political turmoil intensified and global markets rallied, despite the ongoing economic shock.

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Mark Dowding
May 08, 2026

As the Middle East stalemate drags on, so the economic pain will continue to build

This week Middle East tensions drove oil to $115, G7 central banks stayed on hold, and European credit spreads reflected complacency.

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Mark Dowding
May 01, 2026

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