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The bridge to dollar weakness

We discuss why the current macro environment is creating an asymmetric opportunity to be short the dollar.

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Gautam Kalani
Sep 23, 2025

Unlocking markets: a turning point for EM equities

In our ‘Unlocking markets’ EM Equities podcast episode, we discuss two of our top-down themes: Future Infrastructure & Technological Transformation.

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Laurence Bensafi
Sep 23, 2025

Asian takeaways: Harajuku Crêpe

Japanese firms focusing on improving RoE is a multi-year investment theme. Firms are unlocking value and monetizing their strong IP with consumers.

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Maya Funaki
Sep 22, 2025

I know what you did last summer….added alpha in CLOs

We actively added high-quality European CLOs in the primary market this summer, leveraging the market dislocation to generate alpha.

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Securitized Credit team
Sep 22, 2025

Economic fears ease, as political worries bubble to the surface

An extended US government shutdown could have modest economic downside risks, but we think it’s unlikely to materially impact the macro outlook.

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Mark Dowding
Sep 26, 2025

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