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Latest insights

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Has the sell-off in France gone too far?

French policy concerns pushed OAT spreads to their widest over bunds since 2011, while U.S. markets saw lower treasury yields on a flight to quality.

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Mark Dowding
Oct 23, 2026

Scale, scope and strategy: the pillars behind China’s battery dominance

We discuss how China’s leading position in global battery markets is becoming a cornerstone of the global decarbonisation agenda.

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Siguo Chen
Oct 21, 2026

Why integration matters in a consolidating alternatives market

As public and private markets converge, we believe investors need alternatives managers with true integration.

Is client spend on AI starting to disappoint?

Tech stocks retreated and fixed income yields fell this week as markets saw AI enthusiasm wane.

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Mark Dowding
Oct 16, 2026

Multi-strategy credit: don’t get depressed by headline spreads

Discover how active credit investors can find opportunity amid tight headline spreads via dispersion, AI bonds, convertibles, and EM debt.

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