We are proud to share our news, achievements and financial insights. We believe in uncommon thinking and look at issues from all angles. You can find our latest updates below.
January 2024: Investment Roadmap
Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of...
December 2023: Investment Roadmap
The main article explores the issue of return compression between equities and credit. Equity returns have in general been higher than credit returns year to date, but for many...
Podcast: Episode 1 – Market Outlook
Investment returns in 2023 felt a bit like cramming for an exam. For many the gains came in the last few weeks of the year. For some they missed...
November 2023: Investment Roadmap
This month we cover possible conflicts between ESG and broader financial objectives, and the current state of the IPO market. There are also summaries of our current market views...
October 2023: Investment Roadmap
This month we look at hedge funds, private debt markets and recap on our current market views across asset classes. Please find the full Investment roadmap here
September 2023: Investment Roadmap
This month’s feature is on the Chinese equity market, which has been a material underperformer over both the short and long term. The relative strength in China’s economy has...