Talking Heads Stewardship, the power of persuasion
On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better…
15/05/23
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Insights 1776
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Podcast
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White paper
Fixed income outlook - Eurozone regains some lustre
We believe the European banking sector is fundamentally sound. Tighter regulation of banks than in the US suggests to us…
15/05/23
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Article
Green hydrogen - You may not smell it, but it is coming
It is green as well as colourless; vaporous, not vapid; fluid, yet powerful. Green hydrogen is all those things and…
12/05/23
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Article
Weekly Market Update - Peeking at the rate peak
Major central banks have signalled that they could be approaching the end of their rate rising cycles. The US Federal…
11/05/23
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White paper
Asset Allocation Monthly Different phases
In our latest Asset Allocation Monthly, we present our view of where the three main regions are in the different…
10/05/23
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Article
Setting out our progress towards a sustainable transition
Our 2022 Sustainability Report[1] highlights our key achievements. These include our continued focus on integrating environmental, social and governance (ESG)…
10/05/23
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Article
Understanding Chinas local government debt risk
Recent media reports on China’s debt-ridden Guizhou province pleading for Beijing to bail it out [1] have raised market concerns…
09/05/23
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Video
Diversified Loans: outlook and opportunities
Our Diversified Loan strategy, managed by Dynamic Credit Group, specialists in small loan investing, offers seamless and scalable access to…
09/05/23
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Article
Infrastructure debt: An essential ingredient
With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation…
09/05/23
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White paper
Fixed income outlook A pause, but little more, for US rates
The stress in the US banking sector poses a dilemma for the US Federal Reserve. Core inflation remains high and…
08/05/23