Insights

Notes from our investment team on markets, our strategies and how we use our clients' votes. We write when we have something to say, not to a schedule. Every piece is signed by the person who wrote it, and every view is theirs on the day it was published.

  • Why income still matters in a higher-rate world

    Markets By Eleanor Whitcombe 5 min read

    Cash and gilts pay a real yield again. So why own equity income at all? Because cash pays today, a good dividend can grow, and the difference compounds.

  • 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.

  • Stewardship and voting: our 2026 review

    Stewardship By Eleanor Whitcombe 2 min read

    We voted on 1,108 resolutions in the year to 30 June 2026 and opposed management on 61. Where we disagreed, why, and what changed as a result.

  • Multi-asset income: the year ahead

    Markets By Tomás Herrera 2 min read

    Bonds pay a real income again, equities are uneven and infrastructure trades at a discount. How the Global Multi-Asset Income Strategy is positioned for the next 12 months, and why.

  • Reading the central banks without over-trading

    Markets By James Hartley 2 min read

    The Bank of England meets eight times a year, and markets react to every word. Why we listen closely, change our portfolios rarely, and how we decide when to act.

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