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Discover what our investment experts are thinking, doing and saying.

Author
Fatima LUIS

Fixed income

Deciphering mixed messages

  • Fixed Income
  • Views and Analysis
Author
Al CATTERMOLE

Fixed income

Breaking away from the home bias

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

The convertible market is a fantastic hunting ground for ESG investigators

  • Convertible Bonds
  • Views and Analysis
Author
Olivier SEUX

Private assets

French sustainability niche provides low correlation with margin protection

  • Private Assets
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Paying back the piper

  • Fixed Income
  • Views and Analysis
Author
Daniele SCILINGO

Equities

Unlocking Switzerland's unique small & mid-cap opportunity

  • Equities
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Higher coupons make the future brighter for convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Olivier SEUX

Private assets

Investing in sustainable cities

  • Private Assets
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Convertible bonds: niche asset class with a similar liquidity profile to investment grade

London - UK
  • Convertible Bonds
  • Views and Analysis
Author
Puneet SINGH

Fixed income

Responding to equity-like volatility in frontier bonds

  • Fixed Income
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Optimising high yield returns in a data-dependent market

  • Fixed Income
  • Views and Analysis
  • Videos
Author
Andrew LAKE

Fixed income

Supply chains: an overlooked uncertainty?

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Takeover activity is a structural tailwind for convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Anu NARULA

Equities

Investing in consumer power

  • Equities
Author
Jeremy HEWLETT

Equities

The equivalence of buybacks

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed income

When bad news is good news

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Downside protection is greater, but selectivity will be everything

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed income

4 Fixed Income Lessons

  • Fixed Income
  • Views and Analysis
Author
Charles WALSH

Equities

Headwinds become tailwinds

  • Equities
  • Views and Analysis
Author
Jeremy HEWLETT

Equities

Value for money

  • Equities
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

Prepare for landing

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Will fundamentals replace data as the market driving force?

  • Fixed Income
  • Views and Analysis
Author
Anu NARULA

Equities

Fallen leaders positioned to rise

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Stagflation: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Author
David KNEALE

Equities

UK equities: Fear has peaked

  • Equities
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible bonds

“Paid to wait”: The new paradigm in convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Fatima LUIS

Fixed income

Rethinking the role of investment grade corporates

  • Fixed Income
  • Views and Analysis
Author
Daniel MORENO

Fixed income

EM debt: Why it’s time to de-diversify

  • Fixed Income
  • Views and Analysis
Author
Al CATTERMOLE

Fixed income

If the UK were a high yield bond, how would it rank?

  • Fixed Income
  • Views and Analysis
Author
Andrew LAKE

Fixed income

Positioning for the turning point

  • Fixed Income
  • Views and Analysis
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