US sovereign debt – Yield...
We view the current strength of US GDP growth as heavily reliant on the investment boom related to AI, both…
22/10/25
Portfolio perspectives
-
Article
-
Article
Eurozone rate cutting cycle nears...
With the eurozone economy growing by 0.6% quarter-on-quarter in the first quarter and by 0.1% QoQ in the second for…
22/10/25
-
Article
Full steam ahead for European...
European high-yield debt has continued to deliver positive returns in the third quarter of 2025. There has been strong demand…
16/10/25
-
Article
Navigating the private debt landscape...
Over the past decade, private debt has emerged as a mature asset class within global financial markets. It encompasses a…
15/10/25
-
Podcast
Talking Heads – A remarkable...
Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for…
15/10/25
-
Video
Assessing the reasons for a...
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of US equities,…
14/10/25