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Insights

Our idea generation is fuelled by deep research across a myriad of sources, mediums and regions

Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

Chips Ahoy

Q2 June 2024: Investor sentiment continues to shift dramatically. As we enter the second half of 2024, we’re witnessing a flurry of macroeconomic changes, from the impact of remote work on productivity...

We’re not in Kansas Anymore Toto

Q1 March 2024: Investor sentiment has undergone a huge shift in just a year. The prevailing consensus, dubbed the "soft landing," has spurred a significant rally in equities...

Mirror Mirror on the Wall

Q4 December 2023: The final quarter of the year closed out one of the more perplexing periods for investment markets we've witnessed. Despite a shrinking Fed balance sheet...

“Until 2024 at the earliest” ex-Governor Lowe

Q3 September 2023: As we head towards Christmas, the investment team believes a great risk-adjusted opportunity exists to be tactical with your asset allocation. This involves both rebalancing...