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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?
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?
Andrew Brown
Andrew Brown
8 May 2026
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.
Yasmin Schaab
Yasmin Schaab
30 April 2026
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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.
UK Real Estate: Talking Points April 2026
UK Real Estate: Talking Points April 2026
30 April 2026
Welcome to our quarterly snapshot of current real estate market trends.
Europe’s quality growth opportunity
Europe’s quality growth opportunity
29 April 2026
Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
In Credit Weekly Snapshot – Down down
In Credit Weekly Snapshot – Down down
28 April 2026
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.