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Latest insights

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European equity book reviews of the year

As the end of the year approaches, our European Equity team members revisit some of the books that caught their eye during 2025.

Santa's little helper

In our last weekly macro commentary of the year, we give our predictions for the year ahead and look at what came to pass in an eventful 2025.

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Mark Dowding
Dec 12, 2025

Dutch pension reform meets the hedge fund industry

Kaspar Hense, Senior PM for Investment Grade, discusses Dutch pension reform and hedge fund leverage.

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Kaspar Hense
Dec 10, 2025

Global Equity Investor insight | December 2025

Jeremy Richardson looks at the mood change in equity markets as consumers feel increasingly uncertain about the economic outlook.

2026: what’s ahead for global bonds?

Kaspar Hense, Senior PM for Investment Grade, discusses why the outlook for global bond markets in 2026 is actually quite exciting!

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Kaspar Hense
Dec 08, 2025

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