Reforms to Business Relief and Agricultural Property Relief
The reforms to Business Relief (BR) and Agricultural Property Relief (APR) mark a significant shift in the inheritance (IHT) tax planning for business and agricultural assets. For financial advisers, the changes mean greater focus on the level of relief available and the planning implications.
Focused on fundamentals: why active investing matters in European equities
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
Reforms to Business Relief and Agricultural Property Relief
The reforms to Business Relief (BR) and Agricultural Property Relief (APR) mark a significant shift in the inheritance (IHT) tax planning for business and agricultural assets. For financial advisers, the changes mean greater focus on the level of relief available and the planning implications.
Focused on fundamentals: why active investing matters in European equities
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
Is the world on track for a more sustainable future?
Understanding sustainability trends and the interactions between people and planet is fundamental to identifying future investment opportunities.
Private credit under the hood: Separating headlines from fundamentals
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the hills are a regular occurrence. Just how worried should we be about this burgeoning part of the credit landscape?
Private credit under the hood: Separating headlines from fundamentals
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the hills are a regular occurrence. Just how worried should we be about this burgeoning part of the credit landscape?
Conviction in both quant and fundamental research to pursue alpha
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
EMEA Investment grade examined 2026 – The importance of portfolio construction
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
Why own US small caps in 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.