Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
The French parliamentary elections are a potential risk event for European equities, but what did the results of the first round of voting tell us?
Just what else can small caps offer investors as a potential source of value?
A pivotal drop below a critical volatility level could signal the onset of a robust bond market rally. Is a turnaround imminent?
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
How do you construct an absolute return strategy to stand the test of time?
With stock dispersion once again at the fore, offering greater potential for uncorrelated returns, is this ingredient that absolute return investors have been waiting for?
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.