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Global Investment Cup
Global Investment Cup
5 June 2026
Introducing reo® - Our responsible engagement overlay service
Introducing reo® - Our responsible engagement overlay service
4 June 2026
In Credit Weekly Snapshot – Living in a box
In Credit Weekly Snapshot – Living in a box
2 June 2026
The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
2 June 2026
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Adam Black, MA, CFA
Adam Black, MA, CFA
2 June 2026
Market Perspectives: Falling oil, rising optimism
Market Perspectives: Falling oil, rising optimism
1 June 2026
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
Prosper van Zanten
Prosper van Zanten
27 May 2026
Gerben Borkent
Gerben Borkent
27 May 2026
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.
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In Credit Weekly Snapshot – Living in a box
In Credit Weekly Snapshot – Living in a box
2 June 2026
The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
2 June 2026
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Market Perspectives: Falling oil, rising optimism
Market Perspectives: Falling oil, rising optimism
1 June 2026
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
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.
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