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Credit
Global Credit
Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as...
2 December 2021
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Podcasts & Videos
Equity
Financials
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
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Podcasts & Videos
Credit
Global Credit
After a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments...
28 September 2021
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Podcasts & Videos
Financials
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
16 July 2021
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Podcasts & Videos
Private markets
What is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the...
30 June 2021
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Podcasts & Videos
Credit
Global Credit
As we head towards the end of the first half of the year with improved sentiment, strong macro data and...
22 June 2021
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Podcasts & Videos
ESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach....
7 June 2021
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Podcasts & Videos
Credit
Global Credit
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
11 May 2021
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Podcasts & Videos
Credit
Global Credit
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
29 April 2021
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Podcasts & Videos
Equity
Financials
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
1 April 2021
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Podcasts & Videos
Credit
Global Credit
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
24 March 2021
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Podcasts & Videos
Equity
Global Equity
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
9 March 2021
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