Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
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.
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Europe faces challenges, but rising reform momentum and structural tailwinds are reshaping its investment outlook.
Exploring the dispersion in the loan market.
Wide dispersion in 2026 is creating a strong backdrop for selective global small cap investing.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
What Trump’s nomination of Kevin Warsh as the next Fed chairman could mean for markets and the future path of monetary policy.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.