Strategy

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  • The case for short-dated sterling credit

    Strategy By Sophie Lindqvist 5 min read

    Short-dated sterling bonds now yield close to 5%, with far less interest-rate risk than longer credit. What investors are paid, what could go wrong, and how we are positioned.

  • Quality growth in Europe: patience as an edge

    Strategy By Daniel Okafor 2 min read

    The average European share is now held for months, not years. That impatience creates mispricings in steady compounders. Why we hold for five years or more, and what it costs.

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