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Recent Posts

Takeover opportunities in the renewables market
Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors

Boiling the frog: What’s happening to shareholder rights?
Changes to Delaware law, new guidance from the SEC and legislation aimed at excluding sustainability-related factors from investment decision-making are combining to diminish US shareholder rights.

US consumer health: alarm bells are ringing
Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending

Small-cap enablers of advanced digital infrastructure
The US technology sector may be synonymous with ‘Big Tech’, but we see underappreciated growth opportunities among smaller companies plugged into the digitalisation trend

Orbit disruption: credit opportunities in the satellite market
Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications

Autonomous driving technologies gain traction
Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification