Capabilities

While fewer shareholder resolutions were tabled at company AGMs, we continued to encourage high standards of corporate governance practice, recognising individual company context and the importance of long-term value creation.

In our latest private markets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.

In this month’s Bond Voyage, our solutions team explores the implications of a “higher for longer” US interest rate environment and what it could mean for investment grade (IG) investors.

This month’s chart highlights why a home bias could be counter-productive for UK investors given the continued underlying strength of US companies.

While opportunities in European high yield real estate debt remain, growing competition underscores the need for deep market expertise, a robust underwriting framework, and disciplined deal selection to identify and capture resilient value.

In this article, we explore the potential benefits of carbon removal strategies for institutional investors.

In this month’s Bond Voyage, our emerging market (EM) debt team explains why, after a few false dawns, the stars seem to have aligned for EM local currency debt to outperform other global fixed income assets.

A set of megatrends is reshaping the world, creating new opportunities and risks for investments in private markets.

Global equity income fund manager Richard Saldanha explains why it’s time to be the tortoise, not the hare, when approaching today’s evolving and volatile market.

The current macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help maintain portfolio resilience and unlock return opportunities.

Agriculture is integral to reaching net-zero emissions and reversing nature loss. Its transition also presents huge investment opportunities. We held a roundtable of experts to discuss challenges and solutions.

Welcome back to Bitesize, our monthly data-viz series, where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore what history can tell us about the likely market impact of the US-China tariff dispute.

As many central banks begin cutting interest rates, short-term bond strategies can offer a complement to cash holdings. Alastair Sewell explains.

In June, our credit teams look under the bonnet of the European industry’s growth engine.

Nana Antwi provides an overview of money-market funds (MMFs) and their importance in cash management for corporate treasurers and many other investor types.

In this article, we explore the different types of carbon credits, the development of the markets on which they are bought and sold, and how institutions can use them to achieve their investment and sustainability goals.