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Active Thinking
Active Thinking: Banking Profits - why the prospects for European credit remain positive
05 November 2024

Investment grade credit spreads have been in a sweet spot of late, despite volatility in underlying government bond markets. Gregoire Mivelaz of Atlanticomnium shares five reasons why he is enthused over the outlook for actively managed credit portfolios.

Active Thinking
Active Thinking: Emerging Markets - Underowned and undervalued
31 October 2024

Ygal Sebban, Investment Director of Emerging Market Equity, explores the opportunities in emerging markets and explains why he believes investing in Chinese equities looks particularly appealing right now.

Multi-Asset Blog
UK 2024 Budget
30 October 2024

The first Budget from a Labour-led government since the late Alistair Darling’s in March 2010.