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Insights
UNDERSTAND US
An important part of our service is explaining our actions simply.
To trust us, you need to understand us. In this section we share letters, articles and opinion pieces to provide a window into how we invest your money.
Quarterlies
Q1 2024
Multi Asset:
We sold a casino a bought a hardware store
Fixed Income:
Structured notes: what's in the box?
Q4 2023
Multi Asset:
Welcoming the winds
of fortune
Fixed Income:
The duet of offshore and
local corporate credit spreads
Q3 2023
Multi Asset:
Cost of cashing in calves
Fixed Income | Bonds:
When books don't balance
Q2 2023
Multi Asset:
A winding road
Fixed Income:
A whipsawed bond market
Q1 2023
Multi Asset: Why we're
positive on property
Fixed Income: AT1s
Insights
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