Prepare, don’t predict: why uncertainty isn’t the enemy
In light of the recent US intervention in Venezuela, and increased international focus on Greenland’s future, this series of blogs looks at how we manage portfolios when it feels the world is shifting.
Unconstrained strategies: keeping an eye on AI
How can unconstrained bond investors navigate AI-related issuance?
Q1 2026 Active Fixed Income Outlook: Crowding out?
With massive issuance from governments and companies – most notably hyperscalers, is there a crowding out theme emerging in bond markets?
A bird in the hand: why dividends matter
Dividends can potentially provide a valuable source of stability in periods of volatility, and may also be indicative of superior profitability. But the investment strategy matters – not all dividends are sustainable.
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to capture the potential opportunity while seeking to manage downside risks.
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of extraordinary technological change.
Spotlight on the world’s strongest brands: Coca-Cola
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. This time, we look at Coca-Cola.
Spotlight on the world’s strongest brands: Deutsche Telekom
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. This time we examine German telecoms giant Deutsche Telekom*.
Spotlight on the world’s strongest brands: TSMC
In this blog series, we focus on three leading global companies, showing how a strong brand can contribute to financial performance across a range of sectors. First up is chipmaker TSMC*.
