Latest

3 years of resilience: Capturing opportunities in a new M&A cycle
  • 16 Apr 2026

Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.

A year in ABS investing: growth, resilience and the road ahead
  • 16 Apr 2026

Seema Sopal, ABS Fund Manager, discusses how the team look to deliver resilient returns and uncover global opportunities, and how the market may develop for investors in the year ahead.

An advanced perspective on securities lending
  • 16 Apr 2026

Securities lending programs have many features that can make each one unique. This paper offers ways that beneficial owners can evaluate differences and identify the program best aligned with their...

Asia and the energy shock
  • 16 Apr 2026

This Asia and the energy shock analysis shows how oil and gas price spikes affect inflation, fiscal balances and vulnerable sectors across Asian economies.

Bond Bulletin: Spreads are fair, but yields are rare
  • 16 Apr 2026

After a period of heightened volatility, investment grade (IG) credit spreads have retraced to levels seen at the start of the year, but all-in yields remain elevated, creating a compelling entry p...

Crisis conditions favor USD
  • 16 Apr 2026

Escalating war risks and energy shocks strengthen the US dollar as growth‑sensitive G10 currencies come under pressure.

Cross Asset Investment Strategy - April 2026
  • 16 Apr 2026

What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.

Dis-Chem: A great business at a great price?
  • 16 Apr 2026

Finding great businesses at a fair price is not always...

Discovering growth and return opportunities across the power sector: Unlocking scalable growth in power infrastructure
  • 16 Apr 2026

Explore the trends transforming global power systems and the infrastructure opportunities driving growth in the power sector.