Featured articles

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European Bond markets: five musings from October

As we reach month end, Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.

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Neil Mehta
Nov 05, 2025

A minor speed bump in India’s growth journey

Our recent visit to India highlighted that despite this year’s underperformance, the structural tailwinds for growth are still in place.

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Miya Tailor
Nov 04, 2025

Special situations: a favourable backdrop for European event-driven credit

With the second half of the year well underway, we look at distressed activity over the summer and the ongoing market opportunity in the asset class.

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Adam Phillips
Nov 01, 2025

Brazil: a changing landscape for private credit

We discuss a recent trip to Brazil, one of the larger markets in private credit, where we continue to see demand for capital.

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Mihai Florian
Oct 29, 2025

You don't mess with the Zohran!

A key focus this week was the mayoral race in New York, where 34-year-old Zohran Mamdani was elected with over 50% of the vote.

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Mark Dowding
Nov 07, 2025

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