Featured articles

navigating-uncertainty-in-emerging-markets-equities.jpg

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.

Richard Farrell 80 x 80.jpg
Richard Farrell
Jun 17, 2025

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

Is this the end of US exceptionalism?

Spread compression reflects improving fundamentals and a realisation that Europe can offer a more attractive hunting ground for credit investors.

Marc Stacey 80 x 80.jpg
Marc Stacey
Jun 13, 2025

Don't be fooled by the calm on the surface

We believe Israel’s missile strikes aim to apply pressure on Iran towards a nuclear deal and an escalation to a wider Middle East war is unlikely.

Mark Dowding 80 x 80.jpg
Mark Dowding
Jun 13, 2025

A road to nowhere

With geopolitical risk elevated and US attention directed towards the Middle East, actors elsewhere could adopt an opportunistic stance at present.

Mark Dowding 80 x 80.jpg
Mark Dowding
Jun 20, 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