United StatesRecent Posts
EM corporate bonds: Could Trump’s tariffs create opportunities?
While emerging markets corporates must navigate the uncertainty of tariffs, the heightened unpredictability and greater volatility creates more market dislocations, enhancing the potential for alpha generation.
Addressing the hidden water footprint of data
Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource
Approach with caution: why the US deficit poses risks for Treasuries
We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies
Investing in Social Leaders
Illuminating opportunities where societal trends and corporate culture align
Accommodating an ageing society
Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market
Treating the forever problem of PFAS
We believe that consumer demand and litigation in the US will drive sustained adoption of innovative water treatment solutions, despite regulatory uncertainty