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Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article
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Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

Marco Giordano

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2 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Elections France Equity Wealth Program Wellington on Washington and the World Geopolitical Fundamental equity Article
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Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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By

Nicolas Wylenzek

Thomas Kramer

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4 min
Article
2025-07-31
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Interest rates Monetary policy Outlook Economic cycle Fiscal policy Macro USA Japan Europe France Germany Italy United Kingdom Fixed income Macro hedge funds Credit Government bonds Investment grade Article
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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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By

Eoin O'Callaghan

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4 min
Article
2025-06-30
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