Overview

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Literature

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Insights

23 January 2026

Rosa Fenwick

Head of LDI Implementation

Q4 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
22 January 2026

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

The early innings: Why Japan's structural story has years to run

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
20 January 2026

In Credit Weekly Snapshot – It’s not easy being Greenland

US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.