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The Witt

Born from the Scots’ term wittin, meaning knowledge, information, intelligence, news or insight.

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Latest content

Concise, opinion-led views on how our investors are thinking about today’s investment landscape.

Spreads are tight. That doesn’t make sterling credit expensive.
The Witt
3 Min Read

Spreads are tight. That doesn’t make sterling credit expensive.

Devil’s advocate: sterling credit looks pricey but look beyond those tight spreads.

The Witt
2 Min Read

The polls are broken

Front of mind: prediction markets can’t fix opinion polls if they simply copy them

The Witt
3 Min Read

Tech bubble fears? Follow the cash

My take: US tech is spending big. Asian chipmakers are cashing in

The Witt
3 Min Read

The UK housing problem is not a lack of capital

My take: Investors want to fund housing. What's stopping them?

Featured authors

Paolo Tamburrini
Paolo Tamburrini
Equities Investment Specialist, Aberdeen Investments
Read biography
Luke Hickmore
Luke Hickmore
Investment Director, Fixed Income
Read biography
Robert Gilhooly
Robert Gilhooly
Senior Emerging Markets Economist
Read biography

Most recent views from The Witt

Below you'll find the most recent articles from our authors in our thought leadership series The Witt.

Spreads are tight. That doesn’t make sterling credit expensive.
Credit
Spreads are tight. That doesn’t make sterling credit expensive.

Devil’s advocate: sterling credit looks pricey but look beyond those tight spreads.

3 Min Read
The polls are broken
Macroeconomics
The polls are broken

Front of mind: prediction markets can’t fix opinion polls if they simply copy them

2 Min Read
Tech bubble fears? Follow the cash
Emerging Markets
Tech bubble fears? Follow the cash

My take: US tech is spending big. Asian chipmakers are cashing in

3 Min Read
The UK housing problem is not a lack of capital
Real Estate
The UK housing problem is not a lack of capital

My take: Investors want to fund housing. What's stopping them?

3 Min Read
Europe’s defence is about far more than weapons
Private markets
Europe’s defence is about far more than weapons

My take: private markets could be the real winners from Europe’s security reset

3 Min Read
The market’s blind spot
Active Equities
The market’s blind spot

My take: why the next growth story may sit outside today's winners.

3 Min Read
Investors are too gloomy about Japanese government bonds
Fixed Income
Investors are too gloomy about Japanese government bonds

Devil’s advocate: why the market may be too downbeat on Japanese government bonds

4 Min Read
In praise of boring
Quantitative Investments
In praise of boring

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

2 Min Read
View all

Featured capabilities

Credit

Credit

Combining rich fundamental research, a bottom-up approach and expertise for superior credit solutions

More about credit
Real assets

Real assets

Decades of experience investing in essential faciliites and services, providing real solutions in the real world

More about real assets
Specialist equities

Specialist equities

Discovering the leaders and innovators shaping tomorrow through our focus on quality and fundamental research

More about specialist equities

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