Featured articles

volatility-is-back-and-its-great-news-for-active-investors.jpg

Volatility is back – and it’s good news for active credit investors

Policy-driven volatility is creating opportunities for credit investors and playing to the strengths of a flexible, selective investment approach.

Marc Stacey 80 x 80.jpg
Marc Stacey
Jun 02, 2025

European bond markets: five musings from May

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

Neil Mehta 80 x 80.jpg
Neil Mehta
Jun 02, 2025

Global equities: where we do stop on the tariff staircase?

A focus on company fundamentals, especially quality companies run by strong management teams, is the optimal way to navigate the current uncertainty.

Jeremy Richardson 80 x 80.jpg
Jeremy Richardson
May 23, 2025

Distressed investing: the rise of Liability Management Exercises

We explain LMEs and the importance of a thoughtful and strategic investment approach to restructurings and distressed debt in the European mid-market.

Adam Phillips 80 x 80.jpg
Adam Phillips
May 23, 2025

Are temperatures set to rise into the summer?

With Trump’s tariffs set to stay, we think there will inevitably be a period of adjustment that shows up in higher prices in the months ahead.

Mark Dowding 80 x 80.jpg
Mark Dowding
Jun 06, 2025

All insights

Filter by

Filtered by:

All specialisms, All topics, All authors, All formats

Sign up for insights by email

Subscribe now to receive the latest investment and economic insights from our experts, sent straight to your inbox.

Featured insights authors