Content (525)
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White papersReassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors’ focus.
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White papersAI’s growing influence on fixed income markets
The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy Nasdaq index hitting multiple fresh highs over the past 12 months.
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White papersTaking an absolute return approach to convertible bond investing
Applying an absolute return approach to investing in convertible bonds has historically provided steady returns for investors across various market cycle: returns remained resilient during, for example, the COVID pandemic and the Ukraine war. Even now, with the Iran conflict, this approach has continued to be a safe heaven.
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VideoMulti-Asset Views: Potential opportunities through diversification
Laurent Clavel discusses the effects of current geopolitical volatility on markets and how diversifying across asset classes could offer investors better risk-adjusted returns.
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VideoEuro Credit Market Update - Shifting investor expectations
Watch Boutaina Deixonne discuss her outlook for the euro investment-grade and high-yield corporate bond market, and where she currently sees potential risks and opportunities.
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VideoFixed Income Quarterly: Why a selective approach could be beneficial
Watch Olivier de Larouzière discuss his outlook for bond markets, the need for investors to be selective in fixed income, and the areas where he sees potential opportunities.
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PodcastLicence to roam empowers absolute return bond approach
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it.
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VideoQuarterly Outlook - Looking through the fog of war
Amid sticky inflationary pressures and shifting growth dynamics, what do rising bond yields mean for fixed income investors? And can equities continue to show resilience despite geopolitical uncertainty?
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White papersWater: The hidden constraint shaping the digital economy
Structural megatrends are pressuring water resources, increasing scarcity and challenging long‑term sustainability and economic growth. This creates opportunities for investors to invest in companies providing solutions, ranging from upstream activities such as procurement & equipment, mid‑stream production & distribution, to downstream operation & end use.
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White papersGlobal uncertainty gives way to opportunity in bond and equity markets
At the start of 2026, most investors held an optimistic view of the global economic outlook, anticipating stable growth supported by increased spending on artificial intelligence.
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White papersFive reasons to consider US short-duration high yield bonds
Amid the increasingly complex set of headwinds facing investors, a short duration high yield investment strategy can be designed with the aim of delivering a simple goal – generate stable, consistent income while minimising volatility and avoiding principal losses.
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White papersEquity Quarterly: Not so different
The Middle East conflict continues to dominate the equity outlook, so far markets have shown surprising resilience. Macroeconomic data has been re-assessed, but earnings revisions have been positive year-to-date for most major indices. The wide divergence in performance between US and emerging market technology stocks has closed, and we see more balanced, positive prospects ahead.
