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          Embracing Disruption

          New world re-order: how Trump’s tariffs will reshape global supply chains

          Despite the global economy being more prepared for potential supply chain disruptions than it was in the run up to, and start of, the first Trump administration, Trump 2.0 is likely to present a new set of issues to be navigated by global corporates.

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          12/02/2025

          Embracing Disruption

          Tech in 2025 – the same but different

          While AI related investment is certainly set to continue, we expect discussions around this theme – from an investor perspective, at least – to evolve in 2025.

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          10/02/2025

          Embracing Disruption

          Six reasons why investors should dip their toes in Water Infrastructure in 2025

          While water is an essential good, necessary for food production, industries and life in general, it often flies under the radar of investors due to its ubiquity. Yet water provision cannot be taken for granted, and continuous investments in water infrastructure, filtration and waste management are needed.

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          10/02/2025

          Navigating Rates

          The case for short duration, high yield bonds

          Adding US high yield bonds to a core fixed income allocation has historically improved risk/reward profiles, but short-duration high yield in particular can help expand the efficient frontier.

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          10/02/2025

          Embracing Disruption

          DeepSeek – the Growth Equity view

          AI has been one of the dominant themes in the markets for the past year or so (the other being GLP-1 weight loss drugs). Vast amounts of investment have recently been made in AI infrastructure, and suppliers to the sector have been seen by many as the initial winners of this new age.

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          04/02/2025

          European Equities Outlook Q1 2025

          Looking forward after a good performance in 2024 amid a difficult environment

          In 2024, European equities posted a second consecutive year of strong performance despite several significant headwinds.

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          04/02/2025

          Embracing Disruption

          DeepSeek R1 – what just happened?

          A private Chinese company, DeepSeek, recently launched a new “large language model” – DeepSeek R1 – that resulted in a significant negative reaction to stocks that have previously been seen as artificial intelligence winners.

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          04/02/2025

          Navigating Rates

          2025: a year when diversification matters

          We explore four key questions for investors in 2025 and why diversification might be the answer.  

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          28/01/2025

          Navigating Rates

          Fixed Income Forward: January 2025

          Investors are demanding more compensation for holding longer-dated bonds. Benign inflation data has yet to counter the rise of government bond yields.

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          28/01/2025

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