Which way will the wind blow?
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the…
04/08/25
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Insights 1776
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Video
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Article
Covid, AI, tariffs: An equity strategy holding its ground even in abnormal times
In this new paper, we show how a low-risk equity strategy has performed during the Covid crisis, the Magnificent 71…
04/08/25
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Graph
Graph of the week - Relative value at work
At a time when spreads on US investment-grade corporate bonds are at record lows, US agency mortgage-backed securities (MBS) offer…
01/08/25
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Article
Weekly Market Update It could have been worse
On Sunday 27 July came the news a trade deal had been struck between the US and the EU with…
31/07/25
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Article
Through the rapids
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after…
30/07/25
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Video
A new dawn for European equities
Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already,…
30/07/25
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Podcast
Talking Heads Combining asset ownership and stewardship
Voting and engagement matter for any long-term investor. Responsible asset owners vote at general meetings and engage with debt and…
29/07/25
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Article
In Conversation Real assets: shaping a greener future for Europe
Investment in real assets – from renewable energy projects and energy-efficient buildings to battery storage and forests – plays a…
29/07/25
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Video
Inclusive growth A responsible investment choice
What role can investors play to promote inclusive growth and help address the uneven access to opportunity and lack of…
28/07/25
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Article
Private capital in Europe A 3 trillion investment super-cycle
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve…
28/07/25