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Insights

Anyone for hiking this summer?
Anyone for hiking this summer?
Hiking in summer is a popular way of getting away from it all, rambling across the hills and enjoying the views.
30-06-2022 | Quarterly outlook
Credit outlook: The mess after the largesse
Credit outlook: The mess after the largesse
We have seen a very significant repricing of fixed income, but panic and volatility can also provide opportunities.
28-06-2022 | Quarterly outlook
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
The Fed may have made a policy mistake by starting this tightening cycle too late.
29-03-2022 | Quarterly outlook
Fixed income outlook: Czech mate
Fixed income outlook: Czech mate
We’re facing the risk of central bank policy error.
22-03-2022 | Quarterly outlook
Earnings engine in lower gear but still humming
Earnings engine in lower gear but still humming
As the new year begins, we maintain our positive outlook for developed markets, as well as our neutral stance on their emerging counterparts.
07-01-2022 | Quarterly outlook
Credit outlook: Imperfect information and imperfect foresight
Credit outlook: Imperfect information and imperfect foresight
With so many distorting elements at play right now, we can’t rely on economic theory for easy answers.
07-12-2021 | Quarterly outlook
Fixed income outlook: Pricing sigma
Fixed income outlook: Pricing sigma
We note several multiple sigma events across fixed income markets.
30-11-2021 | Quarterly outlook
A more cautious stance on equities
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Quarterly outlook
Credit outlook: Common prosperity
Credit outlook: Common prosperity
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Quarterly outlook
Fixed income outlook: Tunnel vision
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Quarterly outlook
The ‘equity party’ continues
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | Quarterly outlook
Credit outlook: Humble
Credit outlook: Humble
It’s best to be humble about the many unknowns and distortions as economies reopen.
23-06-2021 | Quarterly outlook
Fixed income outlook: Inflation hyperventilation
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Quarterly outlook
From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | Quarterly outlook
Credit outlook: Running the economy hot
Credit outlook: Running the economy hot
While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021 | Quarterly outlook
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Quarterly outlook
Fixed income outlook: The Covid shock and the Baa recovery
Fixed income outlook: The Covid shock and the Baa recovery
Fixed income opportunities are shifting swiftly away from safe-haven government bonds towards credit.
01-04-2020 | Quarterly outlook
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