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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.

Europe’s defence is about far more than weapons
The Witt
3 Min Read

Europe’s defence is about far more than weapons

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

The Witt
3 Min Read

The market’s blind spot

My take: investors are looking for growth in the wrong places

The Witt
3 Min Read

The UK's housing problem isn't a lack of capital

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

The Witt
2 Min Read

Investors are too gloomy about Japanese government bonds

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

Featured authors

Anne Breen
Anne Breen
Global Head of Real Estate
Read biography
Rosa Leo
Rosa Leo
Associate Equity Investment Specialist
Read biography
Baldric Todeschini
Baldric Todeschini
Senior Investment Specialist – Private Markets Solutions
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.

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: investors are looking for growth in the wrong places

3 Min Read
The UK's housing problem isn't a lack of capital
Real Estate
The UK's housing problem isn't a lack of capital

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

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

2 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
When headlines move markets, doing nothing can be the hardest trade
Fixed Income
When headlines move markets, doing nothing can be the hardest trade

Decisions in uncertainty: how do you know which headlines deserve a response?

3 Min Read
Sustainable finance: measurement without mechanism
Sustainable investing
Sustainable finance: measurement without mechanism

What changed my mind: sustainable finance must connect principle with price.

2 Min Read
Macro is impossible to predict – so don’t try
Macroeconomics
Macro is impossible to predict – so don’t try

Devil's advocate: macro may be uncertain, but ignoring regimes risks portfolios.

3 Min Read
View all

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Credit

Credit

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

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Real assets

Real assets

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

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Specialist equities

Specialist equities

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

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