The main article explores the issue of return compression between equities and credit. Equity returns have in general been higher than credit returns year to date, but for many...
December 2023: Investment Roadmap
Podcast: Episode 1 – Market Outlook
Investment returns in 2023 felt a bit like cramming for an exam. For many the gains came in the last few weeks of the year. For some they missed...
November 2023: Investment Roadmap
This month we cover possible conflicts between ESG and broader financial objectives, and the current state of the IPO market. There are also summaries of our current market views...
October 2023: Investment Roadmap
This month we look at hedge funds, private debt markets and recap on our current market views across asset classes. Please find the full Investment roadmap here
July 2023: Investment Roadmap
As we focused last month’s update on our market views, and the world has not changed dramatically since then, we have taken the opportunity this time to examine the...