Featured articles

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European bond markets: five musings from June

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
Jul 01, 2025

Unlocking markets: following the fundamentals

In our ‘Unlocking markets’ podcast episode, we discuss how European banks are benefitting from strong fundamentals and emerging trends.

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Marc Stacey
Jun 25, 2025

Is this the end of US exceptionalism?

Spread compression reflects improving fundamentals and a realisation that Europe can offer a more attractive hunting ground for credit investors.

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Marc Stacey
Jun 13, 2025

Private credit opportunities in emerging markets

We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.

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Mihai Florian
May 07, 2025

Joy, despair and the road in between

US policy uncertainty is making it difficult to implement medium-term plans, and this is weighing on business confidence and hindering investment.

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Mark Dowding
Jul 04, 2025

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