Market Insights and Education & Resources

Pressure mounts on EM bond proxies

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

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

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

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 ...

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

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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