Featured articles

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The bridge to dollar weakness

We discuss why the current macro environment is creating an asymmetric opportunity to be short the dollar.

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Gautam Kalani
Sep 23, 2025

Unlocking markets: a turning point for EM equities

In our ‘Unlocking markets’ EM Equities podcast episode, we discuss two of our top-down themes: Future Infrastructure & Technological Transformation.

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Laurence Bensafi
Sep 23, 2025

Asian takeaways: Harajuku Crêpe

Japanese firms focusing on improving RoE is a multi-year investment theme. Firms are unlocking value and monetizing their strong IP with consumers.

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Maya Funaki
Sep 22, 2025

I know what you did last summer….added alpha in CLOs

We actively added high-quality European CLOs in the primary market this summer, leveraging the market dislocation to generate alpha.

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Securitized Credit team
Sep 22, 2025

Shutdown blame game

The US government shutdown was a focus this week, while further protests in France have done little to help drive a political breakthrough.

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Mark Dowding
Oct 03, 2025

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