Market Insights and Education & Resources
Pressure mounts on EM bond proxies
June 20 2018
Our process remains assertively top-down, but stock selection also remains a key part of the process, as can be seen in the recent performance of bond-proxies.
Investing Responsibly: A case study on assessing credit risk
June 19 2018
A timely insight into the value of integrating ESG considerations into credit analysis. This case study forms part of the broader research published by the PRI ...
A quick dinner in Manila
June 13 2018
Samir Mehta tucks in for a fresh look at the fast food restaurant sector in the Philippines.
Italian turmoil: just one chapter of the bigger story
June 5 2018
Recent moves in Italian bonds and high yield credit have captured headlines, but are part of this much larger story, which arguably has many more chapters ahead...
European and US industrials forge ahead, Boeing’s dreams come ...
May 23 2018
Hear our team’s thoughts on the global economy following the latest round of company meetings and an insight into investing in convenience.
BTIM to Pendal: Back to the Future
May 16 2018
In this article, Greg Bright from Investor Strategy News pens "a potted history of the old BT and a view on its new expansion horizons."
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