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Latest insights

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Convertible bonds: the opportunity in plain sight

Why convertibles' structural properties and today's issuance cycle may make this a timely moment.

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Zain Jaffer
Nov 06, 2026

Mid-term blues for a humbled President

Democrats swept this week's U.S. midterms in a blue wave, with credit markets rallying and hyperscaler debt recovering in the aftermath.

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Mark Dowding
Nov 06, 2026

Weathering the storm – climate risks, premiums, and what it means for investors

We discuss how how climate change and rising natural catastrophe losses are reshaping insurance, and what it means for investors.

Escalation after mid-terms?

The Fed kept rates on hold this week, whilst stalled U.S.-Iran peace talks and approaching mid-term elections increased geopolitical risk.

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Mark Dowding
Oct 30, 2026

Global Equity Investor Insight | October 2026

Jeremy Richardson explores a market "whodunit", three converging strands and the case for well-managed portfolio risk into 2027.

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