Discussing the topics that matter

Navigating Rates

Fixed Income Forward: April 2025

Despite heightened market volatility and policy uncertainty, fixed income assets have mostly delivered positive total returns so far this year.

Navigating rates

Four reasons why many portfolios hold too much risk (and what to do about it)

For a long time, US equity markets have been largely driven by the gains of a few big names. But recent volatility has demonstrated the risks of extreme market concentration. We believe an alternative strategy is needed: an active approach that invests in more diversified assets.

Navigating Rates

Where is the safe haven now?

The spike in Treasury yields is noteworthy because in times of market volatility investors usually flock to the relative safe haven of US government debt, pushing yields down. Why are things different this time?

Navigating Rates

Navigating a “watershed moment” for markets

Markets have fallen sharply as US reciprocal tariffs raise fears of stagnating growth, rising inflation and the unravelling of three decades’ worth of economic consensus. How are we as investors responding?

House View Q2 2025: Vibe shift

A shift is underway in markets. Global investors are eyeing opportunities in Europe amid improved prospects for the region and growing uncertainty in the US. As the world turns on its head, our latest House View points a way through the complexity.