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27 April 2026
Multi-Asset
Multi asset
Senior Economist, Multi-Asset Solutions team
Central banks take centre stage
Central banks take centre stage
A big week for central banks. Will patience prevail?
24 April 2026
Fixed income
Client Portfolio Manager, Fixed Income
The role of asset-backed securities in pension scheme LDI portfolios
The role of asset-backed securities in pension scheme LDI portfolios
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
23 April 2026
Equity - Global Emerging Markets
Portfolio Manager
Global Head of Emerging Market Equities
From Monopoly to Age of Empires: Emerging markets in the new global regime
From Monopoly to Age of Empires: Emerging markets in the new global regime
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.