Resilient Income Through Global Credit Diversification

David Newman | David Butler

Markets are coming to terms with a new reality that requires caution. But this evolving backdrop may open the door to opportunities for actively positioned investors.

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Navigating Rates

Trump’s choice for the Fed: what Warsh’s nomination means

Kevin Warsh’s nomination point to a structurally more hawkish and institutionally conservative direction for US monetary policy.

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by Martin Hochstein | 6 days ago

Embracing Disruption

Global Financials: from cyclical recovery to structural opportunity

European financials enter 2026 with strong fundamentals, supported by earnings growth, stable rates, and structural opportunities across banking, insurance, and asset management.

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by Dirk Becker , Carola Dorn | 6 days ago

Achieving Sustainability

ESG ratings - still relevant?

Over the past decade the ESG landscape has continue to advance. We explore the role of ESG ratings and if they are still relevant for the future.

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by Marie Navarre , Thomas Roulland | 02/02/2026

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