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Hangover after the low interest rate party

We discuss how market dislocation and stress are creating a strong pipeline of investment opportunities in the European mid-market.

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Adam Phillips
May 23, 2024

Unlocking markets: ever-changing dynamics in emerging markets

In this ‘Unlocking markets’ episode, we discuss the ever-evolving emerging markets asset class and identify some of the opportunities that exist.

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Polina Kurdyavko
May 21, 2024

China: false start or turning point?

In our ‘Notes from the Road’, we discuss how sentiment is improving in China, with some high return companies looking attractive over the longer term.

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Richard Farrell
May 20, 2024

Should politics matter for European investors?

As geopolitical volatility increases and the possibility of deglobalisation grows, high quality European companies may prove a wise place to be.

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Freddie Fuller
May 17, 2024

Drown and out

Political developments dominated newsflow this week, with a drenched and drowned out Prime Minister Sunak announcing a General Election for 4th July.

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Mark Dowding
May 24, 2024

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