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Quality headwinds

We discuss ‘quality’ investing and what long-term equity investors should do in the face of such stylistically unfavourable environments.

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Freddie Fuller
Oct 02, 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
Oct 01, 2025

European Bond markets: five musings from September

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
Sep 30, 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

Shutdown blame game

The US government shutdown was a focus this week, while further protests in France have done little to help drive a political breakthrough.

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Mark Dowding
Oct 03, 2025

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