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Research & Insights

Research & Insights

Angle & Perspective

Positioning portfolios for policy changes: a fragile GNU and a new world order

Angle & Perspective

Positioning portfolios for policy changes: a fragile GNU and a new world order

How the PSG Stable Fund targets an asymmetric return profile

Angle & Perspective

How the PSG Stable Fund targets an asymmetric return profile

The catalyst and the case: Unlocking equity returns through special situations

Angle & Perspective

The catalyst and the case: Unlocking equity returns through special situations

Welcome to the latest edition of the Angles & Perspectives - Q4 2025

Angle & Perspective

Welcome to the latest edition of the Angles & Perspectives - Q4 2025

Boom or bust in 2026? That is the wrong macro question!  - Angles & Perspectives Q4 2025

Angle & Perspective

Boom or bust in 2026? That is the wrong macro question! - Angles & Perspectives Q4 2025

Finding opportunities that will reward investors in most environments - Angles & Perspectives Q4 2025

Angle & Perspective

Finding opportunities that will reward investors in most environments - Angles & Perspectives Q4 2025

The myth of size, scale and location in active asset management - Angles & Perspectives Q4 2025

Angle & Perspective

The myth of size, scale and location in active asset management - Angles & Perspectives Q4 2025

Why inflation-linked bonds make sense even when inflation is low - Angles & Perspectives Q4 2025

Angle & Perspective

Why inflation-linked bonds make sense even when inflation is low - Angles & Perspectives Q4 2025

Regime change in markets: A capital cycle perspective - Angles & Perspectives Q4 2022

Angle & Perspective

Regime change in markets: A capital cycle perspective - Angles & Perspectives Q4 2022

Building on fault lines - Angles & Perspectives Q1 2023

Angle & Perspective

Building on fault lines - Angles & Perspectives Q1 2023

The benefits of a globally integrated fixed income process - Angles & Perspectives Q1 2023

Angle & Perspective

The benefits of a globally integrated fixed income process - Angles & Perspectives Q1 2023