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The Witt

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.

Investors are too gloomy about Japanese government bonds
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

The Witt
2 Min Read

In praise of boring

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

The Witt
3 Min Read

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

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

The Witt
2 Min Read

Sustainable finance: measurement without mechanism

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

Featured authors

Ross Olusanya
Ross Olusanya
Quantitative Investment Director, Quantitative Investment Solutions
Read biography
Nathan Hamilton
Nathan Hamilton
Investment Analyst
Read biography
Alex Everett
Alex Everett
Investment Director, Fixed Income
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.

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
When the data disagree, you still have to trade
Fixed Income
When the data disagree, you still have to trade

Decisions in uncertainty: three things I live by as a bond manager.

2 Min Read
Why Europe’s industrial revival is just getting started
European Real Estate
Why Europe’s industrial revival is just getting started

My take: Europe's industrial resurgence is fuelling a real estate shift.

2 Min Read
Investors worry about having less – I’m thinking about MOAR
Emerging Markets Equities
Investors worry about having less – I’m thinking about MOAR

My take: AI investment story evolves as certainty reshapes opportunity

3 Min Read
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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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