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Latest insights

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Are investors positioned for Japan’s economic re-awakening?

Our Asian equity team discusses the current landscape for Japanese equities and the opportunity for investors, who remain underexposed to this economy

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Maya Funaki
Apr 10, 2026

Too Weak Ceasefire?

Markets rallied this week on ceasefire news, whilst oil fell and investors grappled with Middle East conflict and resilient U.S. employment data.

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Mark Dowding
Apr 10, 2026

A safe haven in fixed income with high quality securitised credit

Our securitised credit team highlights why floating rate high grade asset-backed securities can be a safe haven in an uncertain world.

Emerging markets: learning to fly

Emerging economies are increasingly learning to fly on their own, thus marking the start of a new cycle of self-sustaining growth for these countries.

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Phil Langham
Apr 09, 2026

Europe’s grid revolution: modernisation in the era of war and AI

Our European equity investors discuss Europe's €1.2 trillion grid modernisation opportunity and the sectors positioned to benefit.

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Freddie Fuller
Apr 08, 2026

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