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Innovation in Active ETFs: Conviction in both quant and fundamental research to pursue alpha
Innovation in Active ETFs: Conviction in both quant and fundamental research to pursue alpha
19 March 2026
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
Middle East: Markets brace for extended disruption
Middle East: Markets brace for extended disruption
19 March 2026
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
Market Perspectives: What will central banks do about $100 oil?
Market Perspectives: What will central banks do about $100 oil?
17 March 2026
Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
17 March 2026
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
Why own US small caps in 2026
Why own US small caps in 2026
17 March 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
Matt LeBlanc
Matt LeBlanc
12 March 2026
Iran conflict brings oil supply risk into sharp focus
Iran conflict brings oil supply risk into sharp focus
12 March 2026
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
10 March 2026
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
Thomas Hübner
Thomas Hübner
10 March 2026
Meg O'Connor
Meg O'Connor
10 March 2026
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Innovation in Active ETFs: Conviction in both quant and fundamental research to pursue alpha
Innovation in Active ETFs: Conviction in both quant and fundamental research to pursue alpha
19 March 2026
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
Middle East: Markets brace for extended disruption
Middle East: Markets brace for extended disruption
19 March 2026
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
Market Perspectives: What will central banks do about $100 oil?
Market Perspectives: What will central banks do about $100 oil?
17 March 2026
Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
17 March 2026
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
Why own US small caps in 2026
Why own US small caps in 2026
17 March 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
Iran conflict brings oil supply risk into sharp focus
Iran conflict brings oil supply risk into sharp focus
12 March 2026
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
10 March 2026
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
9 March 2026
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
5 March 2026
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
3 March 2026
With the invasion of Iran, geopolitics is once again dominating proceedings.