Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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Amid a glut of new supply, compelling relative value opportunities have emerged in European collateralised loan obligations.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
What’s driving the dispersion in recent performance across European retail CMBS?
Responsible investing doesn't mean having to forego performance. Join Hamish Chamberlayne, Head of Global Sustainable Equities, as he discusses striking the balance between building a portfolio of companies that positively contribute to society, whilst generating attractive returns. Hamish will also provide a portfolio update and some stand out names to look out for in 2025.
Please join us for an update on the Global Multi Strategy Fund with Client Portfolio Manager, Alistair Sayer. Alistair will be covering portfolio updates, recent performance and why now is a great time to be in the alternatives space.
Join Josh Cummings, Portfolio Manager for the Global Research Growth Fund, as he talks U.S election results and implications for investors, consumer stocks to watch and the 2025 outlook for the Fund.
Join Portfolio Manager, Shan Kwee, as he discusses how active management strategies and nuanced credit investing can lead to positive returns for investors. Shan will also give an update across both of our credit strategies, Diversified Credit & Sustainable Credit.