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22 January 2026
Equity
The early innings: Why Japan's structural story has years to run
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
Fixed income
In Credit Weekly Snapshot – It’s not easy being Greenland
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.
20 January 2026
Fixed income
Why investors should choose active for fixed income
Why investors should choose active for fixed income
Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.
