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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

Blending markets: a global approach to high yield debt investing

US debt has dominated the HY market traditionally. However, the rise of European and EM HY debt is creating opportunities for enhanced returns.

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Claudio Da Gama Rose
Sep 09, 2025

The $7 trillion question – when will cash come off the sidelines?

We explain why the case for sitting in cash is weakening – and why even small shifts in allocation could have a big impact on spreads and returns.

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Marc Stacey
Sep 09, 2025

Global Equities: what’s a share price worth?

Increasing market sophistication and technical-led mis-pricings mean more volatility, which in turn creates opportunities for active investors.

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Jeremy Richardson
Sep 02, 2025

Chain reactions

We are left considering the chain reaction of events this week, which may be triggered by changes and upheaval in policy, and in geopolitical circles.

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Mark Dowding
Sep 12, 2025

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