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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
EM Technology: Early summer pullback masks improving fundamentals
26 August 2026 | Ygal Sebban

The start of Q3 2026 saw a sharp correction across technology stocks following exceptionally strong gains in H1.

Investment Opinions
Diversification in the AI era
05 August 2026 | Julian Howard

It is no exaggeration that artificial intelligence (AI) is dominating investment discourse today, with debate raging over whether we really are on the precipice of a revolution that will power the profits of both the enablers and beneficiaries of AI for many years to come.

Investment Opinions
Q2 Multi-Asset Perspectives: Lift-off or turn-off?
08 July 2026 | Julian Howard

The second quarter of 2026 saw an extremely strong return of 15.3% in global equities as measured by the MSCI AC World Index in local currency terms.