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Recent Posts
Mid-Year Equities Outlook 2026
In this paper, we discuss four themes that we believe are helping to shape the opportunity set for global equities investors as we approach the second half of 2026
Mid-Year Credit Outlook 2026
In this paper, we share our perspectives on each of the main sub-asset classes that we focus on within fixed income and identify key watch items for the second half of 2026
Private credit: the cracks have widened
The failures of First Brands and Tricolor in late 2025 exposed structural fragilities within private credit that have since been confirmed by rising defaults and strained liquidity
Climate adaptation is no longer ‘tomorrow’s’ investment opportunity
The need to enhance resilience to the impacts of climate change is driving an expanding opportunity set for investors, particularly within water infrastructure and efficiency
UK gilts update: the ‘canary’ has stopped singing
The recent surge in UK government bond yields reflects a convergence of quantitative tightening, energy prices and political instability, and has implications for investors in sterling-denominated credit – and possibly beyond
The Digital Backbone: Infrastructure Powering a More Sustainable, Connected Economy
AI may grab headlines, but it’s the physical infrastructure behind it that’s quietly shaping the next phase of the digital economy.