Beyond Terminal
Inflation has surged over the past couple of years and that has triggered a significant correction in the stance of…
02/06/23
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Insights 1776
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White paper
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Article
Weekly Market Update Beyond the US debt ceiling
Now that the US seems to have avoided banging its head into the debt ceiling, market attention is turning back…
01/06/23
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Podcast
Talking Heads - Good times in European high-yield debt
Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Among…
30/05/23
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Article
Weekly Market Update - It's all about the journey
Economic data continues to point in opposing directions, as do markets, with equities seeming to price in a recovery while…
25/05/23
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Article
Graph of the week Why arent emerging market equities outperforming with China reopening?
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their…
23/05/23
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Podcast
Talking Heads Offence or defence in multi-asset portfolios?
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination…
22/05/23
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White paper
Fixed income outlook - Room for a pause in the UK
The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower…
22/05/23
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Video
International Day for Biological Diversity 2023 Building back biodiversity
The theme of this year’s Biodiversity Day is “From Agreement to Action: Build Back Biodiversity” which builds on the results of COP…
18/05/23
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Article
Weekly Market Update Murky economic outlook for the eurozone
Significant headwinds from tighter monetary and fiscal policy are starting to slow growth in the eurozone. However, the labour market…
18/05/23
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Article
Where the opportunities lie in real estate debt
Real estate lending can offer several important qualities to institutional investors through the current uncertain environment – and into the…
17/05/23