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
Q3 2026
Multi Asset:
The little purple one
Fixed Income:
Global Bonds: it's different this time
Q2 2026
Multi Asset:
Socks and Stocks
Fixed Income:
SA's credit story is turning
Q1 2026
Multi Asset:
Ready for the next run
Fixed Income:
Why oil matters
Q4 2025
Multi Asset:
Challenging lazy brains
Fixed Income:
What's behind the bond market rally?
Q3 2025
Multi Asset:
Catch-22
Fixed Income:
The structural shift in the local bond market
Q2 2025
Multi Asset:
Field notes from New York
Fixed Income:
A lower inflation target: How has the bond market responded?
Q1 2025
Multi Asset:
Keep a calm mind and steady hand
Fixed Income:
Can US Treasuries still be considered a safe-haven asset?