Featured articles

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European bond markets: five musings from April

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
Apr 30, 2025

Navigating volatility in the wake of U.S. policy shocks

We discuss how the US administration is changing trade, defence, and other policies that have shaped the post-war era, and the impact on markets.

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Dan Chornous
May 06, 2025

Is this the end of net-zero? Europe, Trump, and Tariffs

In our European Equity podcast, we talk to Rob West, CEO of Thunder Said Energy, also known as ‘the research consultancy for energy technologies’.

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Freddie Fuller
Apr 30, 2025

Unlocking markets: the CLO 2.0 era

In our ‘Unlocking markets’ podcast episode, we discuss CLO markets, a complex area of finance that is frequently misunderstood by many investors.

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Mark Shohet
Apr 14, 2025

A Roadrunner moment

Meetings in the White House reflected alarming complacency, while discussions with other analysts and advisors cited much greater downside risk.

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Mark Dowding
May 02, 2025

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