Skip to main content

Manager Insights

Outlook 2026
A combination of attributes that are increasingly rare in fixed income
December 2025 | MariaGiovanna Guatteri

Catastrophe Bonds: “Over nearly three decades, the cat bond market has demonstrated consistent performance through varying rate and loss environments.”

Investment Opinions
Methane under Fire: How the EU’s bold regulations aim to confront supercharged emissions
16 December 2025 | Joel Gubb

Four years after the European Commission’s initial communication on the matter, the EU Methane Regulation finally came into force on 4 August 2024. It is the world’s first legally binding standard aimed at reducing methane emissions, with its primary focus being the energy sector (crude oil, natural gas and coal).

Multi Asset Blog
Fed fractures deepen, despite Powell's "Three and See" cut
11 December 2025 | Julian Howard

The Fed’s latest rate cut was widely expected and pleased markets. But with inflation running a full 1% above target and policymaker dissent growing ahead of Chair Powell’s departure, fiscal strains and stubborn long-term rates are clouding the outlook.

Active Thinking
From outflows to opportunity: China equity today
11 December 2025 | Jian Shi Cortesi

Investment Director Jian Shi Cortesi highlights China’s 2025 equity rebound, fuelled by low valuations and policy support. Innovation, technology and structural growth themes create compelling opportunities despite tariff headlines and shifting investor sentiment, according to Jian.