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Focused on fundamentals: why active investing matters in European equities
Focused on fundamentals: why active investing matters in European equities
22 May 2026
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.
Asset Allocation update - Q2 2026
Asset Allocation update - Q2 2026
21 May 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Europe wary of continuing conflict
Europe wary of continuing conflict
20 May 2026
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
In Credit Weekly Snapshot – Burnham down the house
In Credit Weekly Snapshot – Burnham down the house
19 May 2026
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global sovereign bond sell-off accelerated.
Market Perspectives: Higher for longer
Market Perspectives: Higher for longer
18 May 2026
Inflation is on the up but when will central banks begin to raise interest rates?
Elisa Punzo
Elisa Punzo
15 May 2026
James Mitchell
James Mitchell
14 May 2026
Private credit under the hood: Separating headlines from fundamentals
Private credit under the hood: Separating headlines from fundamentals
14 May 2026
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?
In Credit Weekly Snapshot – Hold on tight
In Credit Weekly Snapshot – Hold on tight
12 May 2026
Emerging market bonds have been the standout performers recently, with spreads at their narrowest level of the year. Elsewhere, yields in core markets came under marginal downward pressure.
Market Perspectives: Taking stock
Market Perspectives: Taking stock
11 May 2026
A solid earnings season has helped equities gain ground. Are markets being too complacent?
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Focused on fundamentals: why active investing matters in European equities
Focused on fundamentals: why active investing matters in European equities
22 May 2026
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.
Asset Allocation update - Q2 2026
Asset Allocation update - Q2 2026
21 May 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Europe wary of continuing conflict
Europe wary of continuing conflict
20 May 2026
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
In Credit Weekly Snapshot – Burnham down the house
In Credit Weekly Snapshot – Burnham down the house
19 May 2026
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global sovereign bond sell-off accelerated.
Market Perspectives: Higher for longer
Market Perspectives: Higher for longer
18 May 2026
Inflation is on the up but when will central banks begin to raise interest rates?
Private credit under the hood: Separating headlines from fundamentals
Private credit under the hood: Separating headlines from fundamentals
14 May 2026
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?
In Credit Weekly Snapshot – Hold on tight
In Credit Weekly Snapshot – Hold on tight
12 May 2026
Emerging market bonds have been the standout performers recently, with spreads at their narrowest level of the year. Elsewhere, yields in core markets came under marginal downward pressure.
Market Perspectives: Taking stock
Market Perspectives: Taking stock
11 May 2026
A solid earnings season has helped equities gain ground. Are markets being too complacent?
Conviction in both quant and fundamental research to pursue alpha
Conviction in both quant and fundamental research to pursue alpha
5 May 2026
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
Is the world on track for a more sustainable future?
Is the world on track for a more sustainable future?
30 April 2026
Understanding sustainability trends and the interactions between people and planet is fundamental to identifying future investment opportunities.
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