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Our articles - Views and Analysis

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

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Summertime and the living is easy

Views and Analysis

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The Brave New World

Views and Analysis

All Change

Views and Analysis
Fixed Income

Accessing the climate transition opportunity

Views and Analysis
Fixed Income

Inflation and how to deal with it.

Views and Analysis
Fixed Income

Staying in focus

Views and Analysis
Fixed Income

Which direction?

Views and Analysis
Fixed Income

Groundhog day

Views and Analysis
Fixed Income

A brief holding pattern

Views and Analysis
Fixed Income

HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

Views and Analysis
Fixed Income

Reflation? Taper tantrum?

Views and Analysis
Fixed Income

Impressive start to February

Views and Analysis
Fixed Income

Anu Narula, Head of Global Equities and Paul Middleton, portfolio manager, outline their...

Views and Analysis

How bad is it?

Views and Analysis
Fixed Income

2021 – the year of convertibles

Views and Analysis
Fixed Income

Here we go again

Views and Analysis
Fixed Income

Unloved and undervalued: Not for much longer?

Views and Analysis

2020 review and 2021 outlook

Views and Analysis

Reasons to be Cheerful

Views and Analysis

Two schools of thought continue

Views and Analysis
Fixed Income

The New Normal

Views and Analysis
Fixed Income

Game changers for UK Equities

Views and Analysis

Is there light at the end of the tunnel?

Views and Analysis
Fixed Income

A roller coaster week

Views and Analysis
Fixed Income

THE VALUE IN EUROPEAN CONVERTIBLES

Views and Analysis

The rocky road to election victory

Views and Analysis
Fixed Income

Lockdowns and the US Election

Views and Analysis
Fixed Income

Finding liquidity and quality

Views and Analysis
Fixed Income

What is sustainable quality in UK equity investing?

Views and Analysis

The ‘Blue Wave’

Views and Analysis
Fixed Income