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Latest insights

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Multi-strategy credit: don’t get depressed by headline spreads

Discover how active credit investors can find opportunity amid tight headline spreads via dispersion, AI bonds, convertibles, and EM debt.

Dollars and Sense podcast

In this episode of Dollars and Sense, we discuss what's driving emerging markets equities higher and whether the rally has further to run.

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Our EM Equity trip to India highlighted how the country’s growth has far from peaked, with manufacturing and rising consumption driving a comeback.

Global Equity Investor Insight | September 2026

Jeremy Richardson explores strong AI-driven earnings growth, falling valuations, and the overlooked opportunity of AI benefits to non-tech companies.

Wild OATs Spread Autumn Discontent

French OAT stress intensifies, whilst the U.S. Treasury curve continued its recent bear steepening trend this week.

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Mark Dowding
Oct 09, 2026

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