The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
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Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
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What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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