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Liam Blaikie considers the influence of the ‘sovereign ceiling’ in EM corporate bond credit ratings.
The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.
Since 2001, small caps have outpaced large caps globally. Yet many investors still steer clear. Time to take another look?
How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the next 12–18 months.
Our summary of developments in emerging market debt in May 2025 and outlook.