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Discovering the leaders and innovators shaping tomorrow through our focus on quality and fundamental research.
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Combining rich fundamental research, a bottom-up approach and expertise for superior fixed income solutions.
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The Witt
The Witt is where our investors speak plainly: first-person views on the debates, events and turning points shaping markets now.
View allTech bubble fears? Follow the cash
My take: US tech is spending big. Asian chipmakers are cashing in
Spreads are tight. That doesn’t make sterling credit expensive.
Devil’s advocate: sterling credit looks pricey but look beyond those tight spreads.
Europe’s defence is about far more than weapons
My take: private markets could be the real winners from Europe’s security reset





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