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Key points: Executive pay and the gap with average employee pay is often a contentious issue We believe investors should advocate for fairer compensation struct...

Key points: While rates are expected to stabilise, inflation remains historically high and above central banks’ 2% target. Why investors may want to re-evalua...

Key points: Macro conditions have been more resilient than expected While interest rates appear to be peaking, we expect them to stay high for longer as central...

Key points: While the US IRA is getting lots of praise, we present here a short defence of the European net zero strategy. Just the right amount of improvement...

The macro narrative is starting to shift. As the market sees softer economic data and inflation updates coming though, it does not appear to believe there is an...

Risk aversion and age are supposed to be positively correlated. As such, I should be taking fewer risks given retirement is becoming a less distant prospect aft...

The Fed message, a tweak in debt issuance and soft payroll combined to take US long-term yields down. The fiscal trajectory remains a major hurdle though. Good...

Key points: Short-duration bonds can potentially offer higher yields but typically carry greater reinvestment risk while longer duration strategies can potentia...

Key points: Chemicals help form the backbone of modern economies, providing numerous everyday benefits and enabling innovation. But how can we continue to reap...

Key points The renewed supply-driven rise in oil price shows that the risk of inflation rising once more is currently the biggest risk to markets so investors s...