United StatesRecent Posts
Distortions and opportunities in the metals credit market
US tariffs on metal imports have led to indiscriminate repricing of bonds, creating pockets of value among non-US issuers in the sector
From Mutual Fund to ETF: What the Transition to BLDX Means for Infrastructure Investors
Smart technologies plugging water network leaks
Ageing and leaky water systems are in urgent need of an upgrade, presenting opportunities for innovative solution providers and utilities alike
The ‘inverted pyramid’: winners from new US food guidelines
The US government’s action to shift the national diet towards nutrient-rich foods provides tailwinds for companies in ‘real food’ supply chains and reformulation
Three reasons to (still) be optimistic about high yield bonds in 2026
Despite rising bond issuance, the global high yield market continues to be supported by the economic context, elevated yields and strong corporate fundamentals
2026 Outlook: Targeting resilient opportunities from economic transformation
Looking into 2026, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.