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Active Investing – adding value in European government bonds

We discuss strong alpha generation in the European government bond market, and the outperformance of passive strategies and ETFs.

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Mike Reed
Sep 18, 2025

Malin on the bloc....and other global markets

Fiscal anchors, AUD appeal, and rate cuts in Canada: we look at three interesting developments in global government bond markets.

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Malin Rosengren
Sep 18, 2025

Equity perspectives

We discuss how headline anxiety shouldn’t prevent investors from participating in a much more powerful wealth creating dynamic.

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Jeremy Richardson
Sep 15, 2025

Global Equity Investor insight | September 2025

The most recent earnings season and some of the issues that investors should be thinking about as we head towards the end of the year.

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Jeremy Richardson
Sep 10, 2025

The Fed and the Fall

A notable development at this week’s FOMC meeting was dissent from new member, Stephen Miran, who advocated for a more aggressive 50bps cut.

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Mark Dowding
Sep 19, 2025

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