Insights is our annual publication setting out our investment views and strategies for the year ahead and beyond.
The “Paradigm Shift” macro theme we highlighted last year involving structurally higher interest rates and volatile inflation is expected to…
As markets and economies continue to adjust to the post-pandemic world of higher borrowing rates and geopolitical risks, we synthesise…
Stay the course in a global economy that bends but does not break. We expect continued elevated volatility from rising…
The Private Debt opportunity continues to be driven by constrained capital availability, although spreads on loans to the largest borrowers…
